Why a Joint Bank Account with Your Kid Could Backfire

Passing It On: Estate Planning for Families
23/05/2025 1 min
Why a Joint Bank Account with Your Kid Could Backfire

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Episode Synopsis

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. 📍 California residents can schedule a free strategy session at www.ocestateplanlawyer.com #EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

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