Open Conversations About Property Plans Can Prevent Probate Delays
Open family conversations about property plans can prevent probate delays, disputes and unnecessary legal costs.
February 3, 2026
How to Gift Real Estate without Creating Problems for Heirs
In the spirit of giving, there are rules to keep in mind, especially if you’re considering gifting your loved ones real estate in the new year.
January 14, 2026
A Cross-Border Strategy is Needed for Estate Planning with Assets Overseas
Assets, heirs and homes in multiple countries require a plan that respects more than one legal system.
November 11, 2025
It is Wise to Add Your Trust to Your Homeowner’s Policy
Many homeowners risk denied claims by not listing their trust on insurance policies.
September 8, 2025
Options when Inheriting a House
Inheriting a house brings emotional weight—and important decisions that can impact your financial future.
August 21, 2025
Moving to Another State can Impact Your Will
Wills don’t automatically become invalid when you move. However, state laws can affect how they’re interpreted or enforced.
July 29, 2025
Managing Inherited Property can be Complicated
Inheriting a home comes with financial, legal, and emotional responsibilities—understanding your options can help you make informed decisions.
April 1, 2025
Understanding the Downsides of Inheriting a Timeshare
Inheriting a timeshare often comes with financial burdens, ongoing fees and legal complications that heirs may not anticipate.
March 24, 2025
Navigating Probate for Out-of-State Properties can be Complex
Managing out-of-state property in probate often requires ancillary probate, which can add complexity and cost. However, using the right strategies to avoid ancillary probate can prevent these issues.
January 29, 2025
Self-Employed must take a Proactive Approach to Estate Planning
Freelancers and self-employed individuals face unique challenges in estate planning, requiring tailored strategies to protect their assets, businesses and loved ones.
January 16, 2025