One of the most fundamental decisions a couple faces is whether to treat money as a joint asset or something to be managed separately. Traditionally, married couples have been expected to keep their ...

Joint bank accounts allow you to combine your finances into a single account — sharing the responsibility and benefits of pooling your money together. If you’re about to get married or have already ...

Bank accounts with named beneficiaries transfer directly to those people with just a death certificate and ID. Joint accounts with survivorship rights automatically belong to the surviving owner.

With a background in journalism and counseling, Penny Min blends analytical research with real-world insight to help readers make informed financial decisions. At Forbes Marketplace, she specializes ...

Under Pennsylvania law, joint accounts are generally presumed to be non-probate assets that pass directly to the surviving account holder(s). However, this presumption can be challenged if there is ...

My husband and I have a joint investment account with $500,000 in it. It's money I came into the marriage with 20 years ago and have added to with family gifts. My son from a previous marriage is 45.

Mike and his girlfriend Jill have been dating for over a year and recently moved in together. The couple, who are in their twenties, decided to split all living expenses equally and opened a joint ...