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...
Estate Planning: Preparation Is Not Affirmation

Estate Planning: Preparation Is Not Affirmation

As this article states, some people think that “If I make a WIll, I am going to die.”  Obviously, this couldn’t be further from the truth.  If you get car insurance, you are not affirming that you are now going to get into an accident. Likewise, if...
The Top Estate Planning Myths

The Top Estate Planning Myths

Everyone has an estate and everyone, regardless of age or net worth, needs a plan. You have loved ones that depend on an orderly transition and it is critical to protect their interests.  In addition, planning is not a one-time event, it evolves and changes as your...
How Much Should We Leave To Our Children?

How Much Should We Leave To Our Children?

Does inheriting wealth rob children of motivation and purpose?  While most would want the best for our children and loved ones, how can the proper balance be struck between providing opportunity and enabling apathy?  Benchmarks to meet or achieve before having access...