Multiple-Party Accounts — Booklet for Clients

The ACTEC Foundation has produced an informative brochure entitled Joint Accounts: Dangers and Alternatives.  The booklet states

This pamphlet is designed to increase general understanding of multiple-name deposit accounts. Its goal is to equip readers with information needed to enable them to choose the type of multiple-name account best suited to their circumstances and purposes. It is hoped it will serve to reduce post-death disputes among depositors’ survivors over checking, savings and CD balances in accounts bearing more than one name.