by Manish C. Bhatia | Oct 31, 2013 | News + Trends
When it comes to granting access to an account, there are multiple options that carry various risks and benefits during the account owner’s life and will have drastically different results at the owner’s death. Choosing an option without understanding these...
by Manish C. Bhatia | Mar 1, 2012 | News + Trends
Joint accounts are often used as a simple way to give a caretaker access to the account to pay the bills of someone who is unable to do so. It seems simple enough—mom cannot make trips to the bank or keep up with paying her bills, so she will add her daughter on the...
