Fitting Commercial Real Estate into Your Estate Plan
Proper planning ensures that commercial real estate properties transfer smoothly, preserve their value and continue generating income for the next generation.
April 14, 2026
Understanding When and How a Power of Attorney can be Used to Transfer Property
A power of attorney can be a powerful planning tool. However, it comes with strict limits—especially when real estate and family members are involved.
February 26, 2026
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