Streamlining Your Joint Accounts and Your Estate Plan is Critical to Minimize the Risk of a Dispute

When a loved one dies, family members often react in one of two different ways – (1) the family comes together during a difficult time to honor the memory of their loved one or (2) members of the family begin disputing who gets what and the family becomes embittered and divided. Estate disputes among family members often occur when the decedent’s estate plan is vague or has conflicting provisions. For example, what happens if the Last Will and Testament or Trust says one thing about an asset, but a joint account is structured in a way that makes it impossible to...

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