2 11, 2017

What To Do When a Loved One Passes Away

2023-09-03T07:51:29-04:00November 2nd, 2017|

Whether your spouse has just passed away or you have lost your mom or dad, the emotional trauma of losing a loved one often comes with a bewildering array of financial and legal issues demanding attention. It can be difficult enough for [...]

1 08, 2017

The Perils of Joint Property

2019-06-02T05:56:27-04:00August 1st, 2017|

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property [...]

17 01, 2017

Got Stuff? George Carlin Says You Need An Estate Plan!

2023-09-03T07:52:21-04:00January 17th, 2017|

George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on "stuff." We all have stuff, and we're pretty particular about our stuff. We move it around with us, it's hard for some [...]

16 12, 2016

How to Pass Your Home to Your Children Tax-Free

2018-02-02T22:10:43-05:00December 16th, 2016|

Giving your house to your children can have tax consequences, but there are ways to accomplish it tax-free. The best method to use will depend on your individual circumstances and needs.  Leave the house in your will  The simplest way [...]