Episode Details
Back to EpisodesWhy a Joint Bank Account with Your Kid Could Backfire
Published 1Â year ago
Description
Thinking of adding your child to your bank account? Think again. In this short episode, I explain why joint accounts with kids can expose your money to lawsuits, creditors, and other liabilities.
I'll also share smarter alternatives—like naming them as a beneficiary (POD) or using a living trust as part of a complete estate plan. Protect yourself and your family the right way.
đź“Ť California residents can schedule a free strategy session at www.ocestateplanlawyer.com
#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty