August 25, 2020—What is not necessarily top of mind, but also deserves careful consideration, is how the assets that will eventually comprise your estate are titled. This is because how assets are titled will impact how they are transferred at death, which can have a range of planning implications and possibly affect whether an estate plan ultimately achieves its intended goals and objectives. Director of Wealth Strategies Matthew Lee discusses a few of the most significant ways asset titling can impact planning.
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