[WSBAPT] JT/ROS

[Kate Szurek]

In the grumbling-about-banks department, I was just informed that WA Fed will not allow a couple to hold their CDs in both names unless it as joint tenants with right of survivorship.  We have a taxable estate, so I prefer to avoid investments that pass automatically on death to the survivor.

Of course, I have any number of work-arounds, and I'm not worried about small accounts, but my question of you is whether you are similarly finding such restrictions, and if you are, whether you have found banks who are willing to allow the accounts to be held simply as joint tenants (tenants-in-common), without any kind of automatic transfer on the death of one of the owners.

Thanks in advance,

Kate

[SkagitLaw_Signature (2)]
Kate Szurek, J.D., LL.M.
P.O. Box 336 / 227 Freeway Drive, Suite B
Mount Vernon, WA  98273
360.336.1000
360.336.6690 (fax)
kate at skagitlaw.com<mailto:kate at skagitlaw.com>
http://www.skagitlaw.com<http://www.skagitlaw.com/>

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