The oft-overlooked oral trust.
Nathan Ryan Nathan Ryan

The oft-overlooked oral trust.

When an account, meant for you, was mistakenly made payable-on-death to someone else, all may not be lost. Don’t overlook the oral trust.

Read More
Joint Accounts: the Good, the Bad, and the UGLY
Nathan Ryan Nathan Ryan

Joint Accounts: the Good, the Bad, and the UGLY

Everybody thinks they’re avoiding probate or estate fights by using joint accounts. More often, they’re just creating a bigger mess. Joint accounts have their place in an estate plan, but they’re fraught with danger. This article explores the good, the bad, and the ugly of joint accounts.

Read More