Timothy Sumer

Issues with Joint Ownership | Owning A Property Jointly With Someone Other Than A Spouse Joint Ownership is great for Married Couples, but not so good for anyone else. Attorney Chris Berry discusses several problems with naming someone other than your Spouse jointly to your Assets, in this episode of Daily Wisdom. Castle Wealth Group and Christopher Berry have been helping families with estate planning, elder law, retirement planning , tax planning, and asset protection. It has been their goal to help you keep more of what you worked so hard to earn. Visit our websites to learn more #jointownership... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Joint ownership of property with someone other than a spouse can often lead to several issues and complexities. While sharing ownership of a property may seem like a practical solutio...

Joe Anderson, CFP® and "Big Al" Clopine, CPA share the biggest misconception about inherited IRAs that's costing families thousands of dollars. If you live in southern California and would like to schedule a free assessment with one of our CFP® professionals, click here: Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a pr...