“Please, please, please. I beg you. Don’t take estate planning advice from your banker, financial advisor, insurance broker, mortgage broker, escrow agent, real estate agent, or your friends. I can’t tell you how much terrible, ill-informed advice there is out there that results in harm. Let these other professionals do what they do best and […]
Tag Archives: conservatorship
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 […]
