The Safe way to Pass on Family Heirlooms
There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
August 30, 2023
The Estate of The Union Season 2|Episode 9 is out now!
The Estate of The Union Season 2|Episode 9 is out now! All good musicians eventually have a Greatest Hits album. We’ve got one too! We
August 29, 2023
Complexities of Determining Who is a Descendant
Wills and trusts, instead of designating a specific person to inherit, often name a group or class of people such as your ‘children,’ ‘issue’ or your ‘descendants.’
August 28, 2023
Avoid Pitfalls when Transferring Property to Heirs
Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you.
August 21, 2023
Finding a Missing Heir can be Challenging
Locating missing heirs after the death of their benefactor can require detective work worthy of Sam Spade.
August 17, 2023
Irrevocable Funeral Trust helps Families with expenses
An irrevocable funeral trust is a way of setting money aside to pay for your funeral and burial expenses.
August 14, 2023
Estate Tax Exemptions available for Married Couples
A primary goal of most married couples when contemplating basic estate planning documents is to ensure that the surviving spouse, and commonly, the couple’s children and grandchildren, are supported financially.
August 1, 2023
Life Estate may be a good option for Older Homeowners
By understanding the features of a life estate and creating one at the right time, you can reap the following benefits….
July 20, 2023
Be cautious using Portability in a Second Marriage Estate Plan
The family’s attorney and family office advisors should exercise caution in a marriage in which there are children from a prior marriage or other nonstandard family situations.
July 19, 2023
Dying Intestate can leave Family financially Crushed
If you die intestate, this means that you died without a valid will in place.
July 11, 2023