Join date: Jun 29, 2018
Jun 20, 2021 ∙ 3 min
Should I add my children to my deed?
Some of my older clients have joint bank accounts with their adult children. Their objective is one of "convenience" by allowing their...
Jun 7, 2021 ∙ 2 min
Can you designate a beneficiary for Cryptocurrencies?
Unlike traditional financial institutions (e.g. banks, investment brokerage accounts, and retirement accounts), most - if not all -...