JOIN NASE
Need Benefits For Your Business?
Already a Member?
Learn More About The Self-Employed.
MEMBER LOGIN Close
Username: Forgot Username?
Password:  Forgot Password?
Already a member?
Need a New Login
Not a member?
Join Today!
Close

SEARCH SITE

NASE NASE

BUSINESS LEARNING CENTER

Thanks for your interest in NASE, but this page is reserved for members. Please log in above if you are a member or click here to join!

Already an NASE member but don’t have your web account setup? Click here to register.

Retirement and Estate Planning

 

Disclaimer: The information provided on this website, including the statements and responses of the consultants, is of a general nature and is not intended as a substitute for consulting a professional. The best advice is to consult a professional in your area to make sure that your specific facts and circumstances are adequately reviewed. No attorney-client, accountant-client, or consultant-client relationship is intended or established. Your review or participation on this site is an acknowledgment of and agreement with the terms of this disclaimer.


Here is a preview of the article you requested. Please login to view the entire article.


Titles To Assets

Q: My husband and I have real estate and other assets. Some assets are titled in our names as joint tenants, but most just have both of our names on the titles. What should we do for estate planning purposes?

A: You’ve asked for help in a complex area of the law. The complexity arises from the fact that different states recognize different kinds of property titles and those titles sometimes mean different things from state to state.

Correctly titling assets is important for estate planning because the way assets are titled determines how those assets are transferred to heirs when their owner dies.  Incidentally, you don't say what state you live in but in most states...


National Association for the Self Employed