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With news of the Build Back Better Act permeating nightly broadcasts, some of our readers have likely already called their estate planning attorney to figure out if they need to update their plan. Indeed, every time a new tax law is passed, one should update their...
Many people have a life insurance policy, which is intended to take care of their loved ones financially after they pass away. Some policyholders want it to be used to replace their salary, provide funds to pay for their children’s future education or just to provide...
A trust is a type of estate plan where a person, called a trustee, holds assets on behalf of a beneficiary. The trustee has a fiduciary duty, meaning that he or she must act in the best interest of the estate. The person who creates the trust is called the grantor....
We often get calls asking about Affidavits of Heirship, and if they are a good alternative when a loved one dies without a Will. Affidavits of Heirship can be a tempting alternative to instigating a probate proceeding because of the substantially lower initial cost,...
We continue to have a lot of new and existing clients whose loved ones have died with real property interests in other state. They are often surprised when we advise them that in order to transfer title to those interests, they will need to file and go through that...
With the new year starting, I thought it would be good to review and re-post my simplified checklist of the twenty-six items you can do to get your estate in order prior to death.One of the greatest gifts you can leave your survivors is an organized estate. The time...
Going through a divorce is never a pleasant experience. Divorces impact and disrupt family, financial and personal matters and are normally emotionally charged events in the couple's life. Divorces also impact decisions that were made in regards to estate planning...
We get a lot of calls and emails from potential clients who state that our fees for legal services are too high, and they will just go online and use one of the popular online document preparation services to prepare their Will at a faction of the cost. It is true...
February 3, 2016With the local economy doing as well as it is, I have been having a fair number of clients contact me to discuss transferring their appreciated improved property or businesses to their children to avoid probate and to make it easier on their children...
September 11, 2015Have you ever gone into a bank or financial institution and opened an account? Remember all of the paperwork you had to sign to open that account? Almost always, that paperwork includes making decisions regarding ownership of the account and...
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