Taking Stock with Steele
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Taking Stock with Steele is our newsletter where we share our insights and expertise. Our goal is to ensure our clients are well informed. We shift through the noise and only bring important topics of discussion and planning points that are relevant and useful. We believe Knowledge Pays and we want our knowledge to pay for you.
Joint ownership of financial assets...is often viewed as a panacea for easily transferring assets to beneficiaries after death in a tax efficient way. Owning financial assets in joint name is a common technique used in estate planning. However, many may not fully grasp the complicated nature of joint accounts and the legal, tax and succession risks involved.
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