Joint Accounts, Will Contests & Life Estate Mistakes
Todd Lutsky and Susan Powers break down two cautionary estate planning cases—one involving a joint brokerage account that bypassed a trust and sparked a family dispute, and another Texas Supreme Court battle over whether a will even existed. What happens when planning is piecemeal—or missing entirely? Todd explains how joint accounts can unintentionally disinherit children, why a will is only a starting point, and how intestate succession laws decide who inherits when you don’t. Plus, in
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