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Estate Planning Pitfall – You and your spouse own most of your property as joint tenants

$225.00

SKU: IEPam084. Category: .

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Abstract: There’s a common misconception that holding property as joint tenants with rights of survivorship is an effective estate planning technique. But if a person’s wealth exceeds the $2 million estate tax exemption and that person and his or her spouse own most of their property as joint tenants, the person is losing out on valuable estate planning opportunities. This short article discusses a better strategy: owning property as tenants in common.

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