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Estate Planning Video Learning Center

The Perils of Joint Accounts, Transfer or Pay on Death Accounts
Posted: Wednesday, July 15, 2009

You are currently watching the "FULL" version of this Family Estate & Legacy Solution Channel video. To watch a condensed presentation of this video, click the link below to watch the "MINUTES".

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In this video, Florida Bar Board Certified estate planning attorneys, Craig R. Hersch and Michael B. Hill, discuss why you should think twice before putting assets into joint name with another.  The video also describes issues surrounding Pay on Death and Transfer on Death accounts.
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Disclaimer: The information contained on this site shall not be construed as legal advice, as the information is general in nature and is not specific to any individual client or jurisdiction. No attorney/client relationship shall be established in the use of this site.While every effort is made to keep the information up to date, there is no warranty, expressed or implied, that the information contained herein is current. One should always consult with his or her own qualified estate planning attorney before acting on any legal or tax matter.