estate planning red flags podcast #10

Adding adult children to financial accounts

CAYCE POWELL, MBA, J.D., FCEP // President, Thompson & Associates

JASON D. MEREDITH, MBA, J.D., FCEP // Executive Vice President, Charitable Estate Planning, Thompson & Associates 

In this episode, Cayce and Jason discuss:

    • Why would someone add a child to a financial account?
    • What are the problems with adding someone as an owner of a financial account?
    • What are better options to accomplish the same thing?
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This series of podcasts focuses on educating development teams across the country with
common pitfalls and red flags faced in estate planning.  These podcasts highlight problems and obstacles your
donors face in the estate planning process.  Knowing these will help you recognize opportunities to assist
your supporters in determining their best plan, which could include your organization.