Listen to Lawrence Letter: Allowances of a Joint Account

DAVIDOWLAW Uncategorized

Dear Clients and Friends: Joint bank accounts are very common and there are some very common questions that go along with them, like the following: CLIENT QUESTION: Would setting up an account as a joint account permit both parties to do business with that account? MY RESPONSE: The answer is …

Listen to Lawrence…Do beneficiaries receive a house in a trust at the value it was when it was place in the trust or the stepped up value?

DAVIDOWLAW Blog Post, Uncategorized

LISTEN TO LAWRENCE LETTER Dear Clients and Friends, This is why The Listen to Lawrence Letter is so useful! You will see a very common question below that if not answered correctly, can evolve into the creation of misinformation causing serious and unnecessary concern. When the wrong information is passed around, it …