Day: September 28, 2026

Julie Jason B&W

Together in Marriage, Separate in Accounts?

Studies have shown that the number of joint bank accounts for couples is trending downward, especially for younger people. But changing ownership after you are married should not be done simply for convenience. Consider the effect of retitling assets in the bigger context of your family’s wealth plan – you do not want to inadvertently undo the work that your advisers did for you.
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