Section Newsletters

Articles From Gary F. Gehm

A potpourri of estate planning and investment management reminders By Gary F. Gehm Trusts and Estates, May 2003 Because assets in joint tenancy carry rights of survivorship, these assets are not controlled by a will; therefore, to ensure a well-coordinated estate plan and to minimize gift and estate taxation, you should carefully consider the placement of assets into joint tenancy.

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