Over the years, I have had the privilege to work with great people at all stages of the estate planning process. This includes people looking to create an estate plan, as well as those left behind when a loved one passes, and who must deal with the effects of whatever...
It is hard to believe that it has been over five years since we lost the “Queen of Soul,” Aretha Franklin. You may recall that a very public fight occurred over her estate. Ms. Franklin left a Will created in 2010. However, her family later discovered a 2014...
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...
n my last blog post, 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...
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...
