Brokerage taxable account at FIDO is in my name.
In the event I pass first,even though we have wills and all assets
pass to her. I am thinking there could be a slowdown in her access
to the account,it's joint money anyway.
Does anyone see a problem converting this account to a joint account.
The other solution is to open her a brokerage account and transfer
half, now. But this just creates an extra account to keep track of.
I have the forms for account conversion.
Thanks In Advance.
Oldmike
In the event I pass first,even though we have wills and all assets
pass to her. I am thinking there could be a slowdown in her access
to the account,it's joint money anyway.
Does anyone see a problem converting this account to a joint account.
The other solution is to open her a brokerage account and transfer
half, now. But this just creates an extra account to keep track of.
I have the forms for account conversion.
Thanks In Advance.
Oldmike