Do you want to do protect what you worked hard for or do you want to see it lost because you did not know of better options? It makes little sense to add your children's names to your bank and brokerage accounts or real estate. Here is a real life example from Tony Tofani, a banker with First Citizen's Bank, who saw his clients lose their savings due to their daughters' financial issues.
You do not have to be like this couple. Call our office at 239-529-8731 and we will provide you options on how you make sure you protect yourself, stay in control, and help take care of your loved ones at the same time.
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