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Ethical vs. Legal: The Co-Owner Inheritance Debate

Author
Nick Rosenbauer
Published
Thu 10 Apr 2025
Episode Link
https://completeestateplanning.podbean.com/e/ethical-vs-legal-the-co-owner-inheritance-debate/

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


 


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Contact our team: [email protected]


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