Selling a Home after the Death of a Parent
My father passed away recently. How do we remove his name from the title to the home? Can we record a death certificate or have mom sign a new deed?
April 5, 2021
Time to Consider Business Succession Planning
Studies have shown that the number of family businesses owned by second generations and third generations dramatically decline for a number of reasons. One large reason is the lack of business succession planning for the family business.
March 30, 2021
You have Options when Inheriting a House
Inheriting a residential property like a house marks the end of a life and the beginning of deciding what to do with the property and implementing that plan.
March 23, 2021
Preparing to meet with an Estate Planning Attorney
While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
March 22, 2021
Update Your Estate Plan If You Move to a New State
While legally you may not need all-new estate planning documents if you move to a different state, you should have your documents reviewed by a local attorney in your new home.
March 18, 2021
Is a SLAT right for your Family?
If you have been thinking about making large gifts to take advantage of the current $11,700,000 lifetime federal estate tax exemption, you have probably been contemplating a spousal lifetime access trust, commonly known as a SLAT.
March 16, 2021
Talk to Your Children about Your Estate Planning
Many baby boomers may hesitate to discuss money with their children, but the reality is that a massive amount of wealth will be transferred in the next couple of decades.
March 15, 2021
Unmarried Couples Should Have an Estate Plan
The couple needs to create an appropriate estate plan. If they truly want inheritance rights, they need to execute testamentary documents, such as wills.
March 12, 2021
Family Farm Requires Complex Planning
Planning is one of the most important aspects of managing any business. This is especially true for farms and agribusinesses, due to their complexity and the inherent uncertainties associated with agriculture.
March 9, 2021
Social Isolation Increases Elder Financial Abuse
The unprecedented quarantines to protect against the spread of the novel coronavirus have made many seniors more vulnerable to financial exploitation.
March 8, 2021