Recently, a post on Facebook by a young mom who simply wanted to be of help to people in encouraging them to get their estate planning in order went viral. As of this morning, July 6, 2022, the post, purporting to show people how to do a DIY estate plan had over 69,000 shares with […]
Category Archives: Bank Accounts
Really Bad Advice 101 “Put Your Kid on Your Bank Accounts”
From the “crappy estate planning advice professionals give their customers” file: I’ve heard a TON of terrible advice that comes from financial professionals about estate planning–but this is probably the most common and the most damaging. And it usually comes from banks and bankers: “You should put one of your kids on your account so they […]
