Is Putting a Home in Trust a Good Estate Planning Move?
May 25, 2022
Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
Estate Planning For Life's Stages
How To Preserve The Family Farm For My Children?
April 19, 2022
Good question, isn’t it. It can seem like an overwhelming duty. If you are to preserve the family farm, the time for inaction must be
Is Estate Planning Affected by Property in Two States?
April 12, 2022
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
Is Your Home Your Largest Asset or Biggest Liability?
January 26, 2022
Could generations of traditional homeownership wisdom be wrong? Here’s what you need to know to determine whether your home is an investment that will pay off in retirement—or a liability.
Can You Remove Someone from a Life Estate?
January 11, 2022
Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.
What Do I Do with Estate Plan after Divorce?
November 17, 2021
Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure that your estate planning is up to date.
How to Protect an Estate from a Rotten Son-in-Law
September 26, 2021
Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.
How to Keep the Vacation Home in the Family
September 7, 2021
Vacation property can become a family legacy. Keeping your cabin, fishing lodge, hunting property or other special assets separate for future generations is often a special goal for a family.
Learn from the Estate Planning Miscues of Celebs?
August 18, 2021
If you do not learn from your mistakes, you are doomed to repeat them. In estate planning, if you do not learn from other’s mistakes, you are likely to repeat them. Mistakes in the estate planning of high-profile celebrities is one very good way to learn the lesson of what not to do. Here are eight celebrity estates, where the mistakes have been reported in the news over the years.
Farm Transition and Estate Planning Challenges
July 29, 2021
Conversations about family succession plans are difficult.
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