Lessons from Celebrity Estates

Lessons from Celebrity Estates

Great questions to think about: Does your Will match your wealth transfer wishes? Are your assets titled correctly and have you set up the appropriate beneficiary designation forms? Have you established and funded all necessary trusts? You don’t have to be a...
Summary of the CARES Act Provisions

Summary of the CARES Act Provisions

An excellent summary of the CARES Act provisions. Small business owners should review and inquire about some of the SBA loan programs. https://content.natlawreview.com/article/summary-cares-act
When Does a Deed Become a Nightmare?

When Does a Deed Become a Nightmare?

Answer: When not titled correctly. Currently, I am working with a cleint that would like a property solely titled in her and her sister’s names as her 5 other siblings who are on the deed are now deceased. Simple enough…however, the deed is titled as...
Inheritence Trust “Double Check”

Inheritence Trust “Double Check”

Great article that stresses how you can protect your expected inheritance and to make sure that your parent’s estate planning documents are drafted correctly. As the article states, “double check to make sure that any inheritance that might be received...