Blog Posts in 2017

The Hidden Perils of Joint Ownership - Part Three

Problem No. 4 – Loss of Control In general, a joint owner cannot mortgage or sell property without consent from the other joint owners. While this may seem like an unlikely problem when the ...
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The Hidden Perils of Joint Ownership - Part Two

Problem No. 2 – Needs-Based Benefits Eligibility Putting a child on the deed to a home (as a joint tenant) may result in a non-exempt transfer of a resource. Non-exempt transfers may result in a ...
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The Hidden Perils of Joint Ownership - Part One

This blog series will focus on holding real estate and accounts jointly, and specifically, the hidden perils associated with using joint ownership with your adult children as an Estate Planning tool. ...
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