Understanding the Downsides of Joint Ownership
Joint ownership may seem like an easy way to share asset., However, it can create legal, financial and tax complications that could harm you and your heirs.
March 26, 2025
Pitfalls of Gifting and Joint Ownership
There is a popular misperception among many seniors that in order to protect their assets from creditors, including the cost of nursing home care, they should consider gifting their assets to their children.
June 19, 2023
Estate Planning is a Personal Process
You and your spouse may visit the same primary doctor, financial advisor and tax preparer. However, what about preparing your wills?
December 27, 2022
Steps to Ensure a Smooth Probate
The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money.
December 7, 2022
The Estate of The Union Season 2 Episode 3 is out now!
The Estate of The Union Season 2, Episode 3 – Mis-Titled Assets Can Wreck Your Planning is out now! Almost everyone thinks that once they have
September 30, 2022
The Risks of Creating Your Own Estate Plan
Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.
September 7, 2022
Way you Title Assets has an Impact on your Estate
The way in which assets are titled can be vital.
August 22, 2022
Portability can be used to Protect Farm
One of the most overlooked and misunderstood tax laws – available to married farming couples – is an opportunity called portability.
May 10, 2022
Estate Planning complicated by Property in Two States
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
April 12, 2022
What a Will Can and Cannot Do
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
November 18, 2021