Free Estate Planning Strategy Session For California Residents a joint bank account with a child can be a bad idea because of liability reasons. That means if you are being sued or that child is being sued, the other person‘s assets are at risk. Some possible solutions to this, naming a child as a beneficiary, POD or setting up a living trust and putting the account in the name of that trust as part of a complete estate plan. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom

Indiana Homeowners are under more pressure now than ever before. If you own a home in Indiana, there are some common estate planning mistakes that could cost you thousands or more! You can avoid all of them using a few simple legal tricks that we’ll show you in this presentation. Join us this week for a FREE online webinar and discover how to avoid the Most Common Mistakes Homeowners Make. Click below to save your virtual seat | Trusted Estate Planning

Texas Homeowners are under more pressure now than ever before. If you own a home in Texas, there are some common estate planning mistakes that could cost you thousands or more! You can avoid all of them using a few simple legal tricks that we’ll show you in this presentation. Join us this week for a FREE online webinar and discover how to avoid the Most Common Mistakes Homeowners Make. Click below to save your virtual seat | Trusted Estate Planning