Estate Planning Issues Flashcards
1
Q
Transfer Strategies
A
Best: revocable trust & tenancy in common
Worst:
•Will— can be contested
•Joint tenancy with right of survivorship— one party can steal all the value
CFP Exam 3/24 > Estate Planning Issues > Flashcards
Transfer Strategies
Best: revocable trust & tenancy in common
Worst:
•Will— can be contested
•Joint tenancy with right of survivorship— one party can steal all the value