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Podcast: Retirement Straight Talk With Paul & William
Episode: The Risks of Joint Tenancy
Description: This week, Paul & William review different ownership structures for joint assets like real estate and investment accounts. With proper planning, the right ownership structure could save you huge amounts of taxes and time. Before implementation, there are important considerations to factor in based on your specific situation. Please note that this a high level discussion and should not be considered legal advice. A lawyer should be consulted before implementing any of the discussed strategies & structures.If you have any feedback, questions, or topics you'd like us to...