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Your Best Intentions Will Not Be Enough

Your Best Intentions Will Not Be Enough

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...

All Wills Are Not Created Equal(ly)

It is hard to believe that it has been almost five years since we lost the “Queen of Soul,” Aretha Franklin. However, you may have noticed that she was in the news quite recently. More accurately, a fight over her estate was in the news. Ms. Franklin left a 2010 Will....
Who Owns the Home?

Who Owns the Home?

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...

 Will This Cost You The Home?

Last article, I gave the example of a man with children from a prior relationship who purchased a home with his girlfriend.  When he dies, who will receive his share of the home?  Since they are not married, the house is not community property.  This means there is no...