When The U.S. Constitution Affects Estate Planning
Given the recent unrest regarding the possible overturning of one of the most important laws in Women’s health, it’s important to look deeper into how Constitutional law may affect not…
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Estate Planning In Your 20s and 30s
If you think estate planning is just for the old and wealthy, you are way off. Estate Planning in your 20s and 30s will build the foundation you need and…
Capital Gains Taxes On Real Estate Sales – When You Can Avoid Them and When You Cannot
Given the current seller’s market and tax time right around the corner, I thought it would be helpful to bring back an article that I posted three years ago about…
Does a Will Avoid Probate? False Facts Friday Edition
Clients are often unpleasantly surprised to learn that having a Last Will and Testament does not negate the need for probate. And they are sometimes annoyed when they learn that even though they are named as the Executor in a Will, that alone does not give them authority to access the decedent’s assets. Yet both of these statements are true.
What Is An “I Love You” Will and When It’s a Bad Idea
Most couples have what I call “I Love You” Wills, which state that all of their assets pass to the surviving spouse. Moreover, many couples own all of their assets…
What Is a Conservator?
Conservator Definition – A guardian or a protector nominated by the probate court to manage the financial affairs and/or personal affairs and daily life of another person due to physical…