Thought for the Day” #1077 – by Stephen R. Elville, J.D., LL.M.

May 8, 2018

“Many married couples are not aware that their non-retirement assets (non-IRAs and non-qualified plans) such as brokerage accounts can be titled as tenants by the entirety, one of the foundational forms of ownership for basic asset protection. If you are married, you should ask your financial advisor about this important issue.”