Think twice about putting someone on your bank account. Naming someone as a co-owner on your bank account increases the chance your account will be levied upon or frozen by a creditor. You can accomplish the same goals by having a good Durable Power of Attorney, pay on death designation, or revocable living trust. Call us at 210-530-4278 if you would like us to evaluate whether your accounts are titled correctly.
Todd Marquardt is the Founder and Lead Attorney of Marquardt Law Firm, P.C., with 18 years of experience in estate planning, elder law, probate, Medicaid planning, and veterans benefits. He is dedicated to helping families and business owners protect their futures through personalized legal strategies built on experience and integrity.
By completing this form, you agree to receive automated SMS messages, emails, and voicemails from Marquardt Law Firm. Your information will not be shared, and you may opt-out at any time.
Your family, your business, and your legacy deserve thoughtful, professional legal care.
At Marquardt Law Firm, we are committed to helping you face life’s uncertainties with confidence and compassion. No matter where you are in your planning journey, we’re ready to listen and help.
Contact us today to start a conversation that will bring you peace of mind for years to come.
