Complete Estate Planning

Ethical vs. Legal: The Co-Owner Inheritance Debate


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What happens when your name is on a parent’s bank account or home as a co-owner, yet their will says everything should be split among the three siblings? That’s the situation we’re addressing in this video to help the co-owner understand what options you have when it comes to splitting the inheritance up.

Here’s some of what we discuss in this episode:

🏠 What happens when you're a co-owner on a parent’s bank account or home

🛡️ How to avoid family conflict with a clear, customized estate plan

 

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/

 

Join us for our next workshop: https://cincinnatiestateplan.com/workshops/

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

 

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

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Complete Estate PlanningBy Nick Rosenbauer

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