Tips for Every Stage of Life

Key Information
For College Student
  • Make sure that the items you own are in your name
For Mid - 30s
  • Change title to married name
  • Hold Property in a form that allows survivorship
For Early - 60s
  • Hold in title form that allows survivorship except where separate ownership makes sense
For Mid - 80s
  • Hold in title form that allows survivorship except where separate ownership makes sense

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