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Demystifying Estate Planning & Administration
FAQ: Is adding my adult children to my bank account(s) a good idea for estate planning?
Many clients wonder what to do about bank accounts for estate planning purposes. The best option(s) for you may not be the best option for another person. And it might not be what your friend or family member did (or told you to do). Keep reading for the basics on your options, along with some points of consideration.