Occasionally, those who are not Estate Planning attorneys will attempt to do their own Estate Planning. Perhaps they’ll go online and get a document to use. Unfortunately, Estate Planning is about far … [Read more...]
Suggestions for finding an Estate Planning Attorney:
It is not always easy to find an estate planning attorney who you feel will assist you in your estate planning needs. Below are suggestions for finding the right estate planning attorney for you … [Read more...]
Identity Fraud
With senior citizens increasingly being the victims of identity fraud, with a nearly 24 percent increase in cases from 2012-2014 when 2.6 million incidents were recorded, Medicare will be issuing new … [Read more...]
The effects of how you hold title to your property if you are married:
Joint Tenancy (Presumption of right of survivorship. Avoids probate.) – Only Decedent’s interest receives stepped up basis. Ex. Bill and Mary purchased home for $100k. When Bill dies, the home had … [Read more...]
When should I do an estate plan?
The simple answer is NOW! That’s right. You should do your estate plan now. While I wish there was some magical age or life event that triggers the need for an estate plan, the truth is, after age 18, … [Read more...]
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