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| <title>Welcome to Security Financial Group! - Joint Titled Assests</title> | |
| <meta NAME="resource-type" CONTENT="document"> | |
| <meta NAME="description" CONTENT="FREE IN-HOME SERVICE ANYWHERE IN SOUTHERN CALIFORNIA. OUR STAFF OF 100+ WILL HELP YOU PLAN YOUR ESTATE, HELP YOU AVOID PROBATE AND REDUCE ESTATE TAXES! ALL AT YOUR KITCHEN TABLE) ! ! ! !"> | |
| <meta NAME="keywords" CONTENT="legacy living trust southern california, Living trust, estate planning, financial planning, living will, estate documents, probate, investments, life insurance, long term care insurance, estate taxes, probate taxes, California probat, lawyers, planners, retirement planning, gifting, probate fees, senior planning real estate, estate planners, Security finnical, Real Estate"> | |
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| <body BGCOLOR="#FFFFFF" LINK="#E63420" VLINK="#E63420" ALINK="#E63420"> | |
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| <td><img SRC="joint.1.jpg" ALT="joint_title_bg.jpg (6233 bytes)" WIDTH="57" HEIGHT="54"></td> | |
| <td VALIGN="top" ALIGN="center"><img SRC="joint.2.jpg" ALT="joint_title_bg.jpg (6233 bytes)" WIDTH="280" HEIGHT="29"></td> | |
| <td><img SRC="joint.3.jpg" ALT="joint_title_bg.jpg (6233 bytes)" WIDTH="57" HEIGHT="54"><font COLOR="#FFFFFF">__.___</font></td> | |
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| <td WIDTH="100%"><font FACE="Geneva,Arial" SIZE="2" COLOR="#804040"><br> | |
| Many advisors in the past have recommended that you titled your assets | |
| joint tenancy with right of survivor.</font><font FACE="Geneva,Arial" SIZE="2" COLOR="#FFFFFF">..</font><font FACE="Geneva,Arial" SIZE="2" COLOR="#804040">This | |
| advice can be a bomb just waiting to go off!!</font><font FACE="Geneva,Arial" SIZE="2" COLOR="#FFFFFF">..</font><font FACE="Geneva,Arial" SIZE="2" COLOR="#804040">When | |
| your assets are joint titled and one spouse dies you will not get a full | |
| step up basis step.</font><font FACE="Geneva,Arial" SIZE="2" COLOR="#FFFFFF">..</font><font FACE="Geneva,Arial" SIZE="2" COLOR="#804040">This | |
| could cost the surviving spouse a great deal of money and reduce the | |
| assets they will have to live on for their lifetime.</font><font FACE="Geneva,Arial" SIZE="2" COLOR="#FFFFFF">..</font><font FACE="Geneva,Arial" SIZE="2" COLOR="#804040">Another | |
| big problem we see out there is that many people are putting their | |
| children on their property with them, this is a big mistake.</font><font FACE="Geneva,Arial" SIZE="2" COLOR="#FFFFFF">..</font><font FACE="Geneva,Arial" SIZE="2" COLOR="#804040">If | |
| that child is sued, the courts could attach all assets that includes the | |
| assets you titled with your children!</font><font FACE="Geneva,Arial" SIZE="2" COLOR="#FFFFFF">..</font><font FACE="Geneva,Arial" SIZE="2" COLOR="#804040">A | |
| much better way to make sure your children get your assets when you pass | |
| away is to have a living trust and make your heirs beneficiary at your | |
| demise.</font><font FACE="Geneva,Arial" SIZE="2" COLOR="#FFFFFF">..</font><font FACE="Geneva,Arial" SIZE="2" COLOR="#804040">This | |
| will ensure that your assets will be there for your benefit while your | |
| living and will avoid probate!!</font></td> | |
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| <p ALIGN="center"><font FACE="Arial" SIZE="1" COLOR="#804040">© | |
| Copyright parts <i>1999 Security Financial Group</i> | |
| <br> © Copyright 1999 <a HREF="mailto:ntacx@exploreoc.com">NTACX</a>, | |
| Web-werks "Impact by NTACX"® | |
| <br> Trademarks are the property of the respective owner | |
| <br> <a HREF="mailto:ntacx@exploreoc.com">webmaster@sfginhome.com</a> | |
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