AdvisorToClient

Conversation starter – Joint tenancy and your estate plan

Conversation Starter Conversation Starter

Ask your client, “What happens to the cottage in 50 years?” Depending on the answer, explain why a power of attorney or a joint tenancy with right of survivorship may be the best way to go.

You can also email them this article, or send it to them on Twitter or LinkedIn.

Courtesy of Advisor.ca © 2018 Transcontinental Media G.P. These materials are for reference and guidelines only. You are responsible for the advice you give your clients.
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