Joint Accounts

The good, the bad, and the ugly

Tuesday, January 24 at 9am – 10am PT (12pm – 1pm ET)

Are you or someone you know considering re-registering accounts or real property with someone other than a spouse or common law partner?

There are times when it makes sense to re-register assets jointly, but it’s also worth taking the time to carefully weigh the potential consequences before proceeding. Join us as Joan McAulay discusses the truth about joint accounts.

In this webinar, you'll learn more about:

  • Risks associated with registering joint assets with someone other than a spouse or common-law partner
  • When a power of attorney for property is the preferred approach
  • Unanticipated costs
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About Joan McAulay

For over 20 years, Joan McAulay has honed her expertise as a Senior Personal Trust Specialist with Concentra Trust. Joan strives to instill a deeper understanding of estate and trust solutions so clients and advisors across the country feel well-prepared to make critical decisions on planning the preservation and transfer of wealth, or undertaking the role of executor. Joan has also spear-headed a comprehensive estate and trusts training series offered through Concentra, and is a frequent workshop clinician for professionals across the country.


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