An elderly man came in the other day. He said the VA told him his adult daughter needed his Power of Attorney so they could discuss his medical issues with her. I asked, “As long as you are here, have you given any thought about who you want to leave your house to when you pass away?” He said he had already added his daughter to the deed. I asked, “Did you name you and your daughter as joint tenants? Because if you did not, then she won’t automatically get the house when you pass. Please bring in the deed and let me review it for you.” He brought in the deed and sure enough, they were not joint tenants. We fixed the problem for him so he was able to accomplish the goal he wanted.
Fixed a problem he didn't know he had January 20, 2020
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