Can I avoid probate fees using joint ownership of an asset? When is it appropriate to use joint ownership? Kevin and Clinton tackle these questions in this episode of Financial 15.
Clinton and Kevin are with Becker Orr Wealth Management and are portfolio managers with Canaccord Genuity Wealth Management. Combined they have over 40 years of experience. In this episode they discuss:
0:00 Intro
1:01 Types of Joint Ownership
2:25 The Good
3:50 Probate
4:58 The Bad
7:24 The Ugly
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Avoid Probate with Joint Ownership - Financial 15
Avoid Probate with Joint Ownership - Financial 15
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FinanceInvestingBecker Orr Wealth ManagmentClinton OrrKevin beckerFinancial PlanningProbateavoid probatejoint ownership vs tenants in commonjoint ownership with rights of survivorshipAvoid Probate with Joint OwnershipFinancial 15types of joint ownershiphow to avoid probatejoint ownership explainedprobate taxavoiding probate tax with joint ownershipavoid probabte feesjoint ownershipjoint ownership advantagesprobate tax explained
