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.
Estate Planning For Life's Stages
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.
What is Required to Transfer a of Home to Children?
July 27, 2021
Have you considered transferring ownership of your home and wondering what records or paperwork is required? The reason for wanting to transfer will help determine how you should proceed.
Can I Create a Stress-free Transfer of Assets?
July 17, 2021
Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.
What Happens to My Mortgage When I Die?
July 9, 2021
Understanding what happens to your debt when you die is an important part of estate planning—and you don’t have to be rich to have an estate. Everything you own and owe makes up your estate. For many people, that includes a house with a mortgage.
Should a Trust Be a Component of My Estate Planning?
July 8, 2021
Do I need a trust in case something happens to me?
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