EPISODE · Apr 10, 2025 · 7 MIN
Ethical vs. Legal: The Co-Owner Inheritance Debate
from Complete Estate Planning · host Nick Rosenbauer
What happens when your name is on a parent’s bank account or home as a co-owner, yet their will says everything should be split among the three siblings? That’s the situation we’re addressing in this video to help the co-owner understand what options you have when it comes to splitting the inheritance up. Here’s some of what we discuss in this episode: 🏠 What happens when you're a co-owner on a parent’s bank account or home 🛡️ How to avoid family conflict with a clear, customized estate plan Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: [email protected] Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/ Join us for our next workshop: https://cincinnatiestateplan.com/workshops/ Check out our free resources here: https://cincinnatiestateplan.com/free-resources/ Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1
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Ethical vs. Legal: The Co-Owner Inheritance Debate
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