Putting a Property in a Trust

Another Reason To Put Your Property In a Trust

If you are on the fence about whether setting up a Trust and putting your property in a Trust, is the right path for you, you can now add “being exempt from affirming that your house meets current fire safety codes” to the pros column. In our Practice, we help clients decide if setting up…

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i love you will

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 jointly, so the assets pass to the surviving joint owner even without a Will. This is usually the outcome that couples want, but there are…

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beneficiary and heir difference

Beneficiary Vs. Heir – What Is The Difference?

Whether you are putting together your own Will or stand to receive assets left to you by someone else, you may wonder what the actual difference is between a beneficiary and an heir. Some people may use the terms interchangeably, however, heirs and beneficiaries are not the same thing. Not all heirs are beneficiaries, and…

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childrens trust

3 Tips For Creating a Children’s Trust

Creating a children’s trust does not mean you are creating irresponsible teenagers, driving fancy cars, and vacationing in Caan for the weekend. You may be picturing the old school version of a “trust fund kid”. Don’t worry, I was too. But children’s trusts are not just for the wealthy anymore, it’s a smart estate planning…

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advice for parents

#1 Estate Planning Advice For Soon-To-Be Parents

As a soon-to-be parent, you want to make sure that your little human is completely taken care of, from the minute you hear that first cry. The preparations begin months before the arrival of your bundle of joy, and the internet is full of all kinds of advice for parents, checklists, to-dos, tips & tricks,…

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