Call Us Toll Free 

Close this search box.

Be careful when changing your investment manager

Many people have changed their investment manager recently – or have decided to become their own manager – as a result of the 2008 market collapse that led to widespread terrible returns.

That’s fine – but keep in mind that if you change your manager, you should make sure that any new account you create is titled properly and in accordance with your estate plan.

Many estate plans are carefully constructed to title certain assets as solely owned, jointly owned, owned with a transfer-on-death provision, owned by a revocable trust, etc. It’s possible to destroy much of the benefit of a well-built estate plan by moving accounts and not thinking carefully about how they are titled.

»back to the top


More News

Know your rights with vacation rentals

More people are now seeking out vacation rentals for longer stays and single-family living while traveling. A vacation property offers more space, privacy and easier

Send Us A Message