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Your Best Intentions Will Not Be Enough

Your Best Intentions Will Not Be Enough

Estate Planning, Wills

I recall a few years ago when a client passed away.  His assets were not insignificant.  His passing was sudden, and left serious issues affecting his family and his estate.    His health had begun to deteriorate, but he thought there was still time.  Nevertheless, he...

Who Owns the Home?

Asset Protection

When counseling clients about estate planning, my primary objective is to help them maintain control of their estate.  This includes helping clients ensure that, on their passing, their assets go to those they want to receive them.  This result does not happen...

 Don’t Deed Your Home to the Kids (Yet).

Estate Planning, Probate

People sometimes deed their property to their children while still alive in order to make sure the home goes to the kids after the parent has passed.  However, this shortcut often comes with significant unanticipated risks/costs. When a homeowner dies, the home...