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Estate Planning

28 January

Estate Planning and Owning Real Estate with Non-Spouses

Definitions, Estate Planning, Real Estate, Trusts, Wills, January 28, 2021

This is an estate planning attorney question I get quite often, so I thought I’d answer it here. The question centers around one thing generally – “how can I make.

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26 January

Revocable Living Trusts Explained

Definitions, Estate Planning, Legacy, Trusts, Wealth, January 26, 2021

Since I did the Estate Planning 101 post yesterday, I thought today would be a good day to tackle the next most used estate planning vehicle for most people –.

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25 January

Estate Planning 101

Estate Planning, Guardianship, Legacy, Medical Power of Attorney, Power of Attorney, Wealth, Wills, January 25, 2021

It’s been a while since I just dove into the basics of estate planning, so let’s do it real quick. To begin, estate planning covers you in two scenarios: Scenario.

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18 January

Estate Planning and Real Estate with Multiple Heirs

Estate Planning, Real Estate, January 18, 2021

Looks like we’ve got a little bit of a real estate theme going on here the last couple of posts. That’s what people are asking us about, so that’s what.

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14 January

Do You Have to Pay Excise Tax to Transfer Real Estate into a Trust?

Definitions, Estate Planning, Real Estate, Taxes, Trusts, January 14, 2021

I had a conversation with a potential client today that asked me about whether or not excise taxes had to be paid on a real estate transfer into a revocable.

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12 January

Divorce and Estate Planning

Estate Planning, Medical Power of Attorney, Power of Attorney, Trusts, Wills, January 12, 2021

Unfortunately not all marriages work out. When that happens all sorts of stuff needs to get updated, including your estate plan. Here’s the quick and dirty of what you need.

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7 January

Revocable Living Trusts Do Not Provide Asset Protection

Definitions, Estate Planning, Trusts, January 7, 2021

When people think about protecting their assets they often think of trusts. We always see in the movies how super rich people doing bad things or wanting to avoid taxes.

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4 January

Will a Revocable Living Trust Mess Up My Refi?

Estate Planning, Real Estate, Trusts, January 4, 2021

The chances of you living in your house forever are slim. Like, very slim. A question we get asked often by our estate planning clients, either during the estate planning.

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29 December

Do You Have to Record Your Revocable Living Trust?

Estate Planning, Trusts, December 29, 2020

A question I get asked often as an estate planning attorney is whether or not one has to record their revocable living trust once it is active. It’s a great.

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28 December

Umbrella Insurance Policy Quick Tip

Estate Planning, Real Estate, December 28, 2020

Umbrella policy quick tip. As an estate planning attorney I often get asked questions about asset protection. Particularly when it comes to ensuring rental homes and second homes. Should I.

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