The Risks of Joint Tenancy

09/01/2023 16 min Episodio 9
The Risks of Joint Tenancy

Listen "The Risks of Joint Tenancy"

Episode Synopsis

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 cover, send us an email at [email protected] Would you like to chat with Paul or William? Have a question for them? Set up a call by following these links:Paul: https://calendly.com/westendwealthpla...William: https://calendly.com/westendwealth/ph...The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Hosted on Acast. See acast.com/privacy for more information.

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