Two women family couple or girls friends lifting hand showing the keys of new home house apartment, buying or renting real estate property, mortgage loan at living room.

Beware of Unequal Contributions When Buying a Home

At a time of record home unaffordability, more people are teaming up with friends and relatives to realize the home ownership dream of buying a home. According to the National Association of Realtors (NAR), more than 75 percent of homes on the market… Read More
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Four Things Your Spouse Should Know Before You Die

It is normal for spouses to share almost every aspect of their lives with each other. But when it comes to death, even the closest couples might become tight-lipped about certain topics. According to one study, half of all couples fail to discuss the… Read More
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Collecting A Debt on Behalf of Your Deceased Loved One

People often engage in transactions that result in money being owed to them, such as loaning money to a friend or business partner or renting a house to a tenant. But what happens if someone passes away before they receive payback of that debt, the m… Read More
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Bills and Services to Cancel—and Keep—When a Loved One Dies

A loved one’s passing is challenging on many different levels. In addition to the emotional difficulty of processing someone’s death, there are also the many tasks that must be dealt with, such as going through their various accounts and taking t… Read More
Categories: Probate
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Could a Testamentary Trust Be What Your Loved Ones Need?

One of the main reasons that a person creates a revocable living trust (a trust established during a person’s lifetime that they can amend or revoke) instead of relying on a will to transfer their money and property to their beneficiaries is to avo… Read More
Limited Liability Company (LLC) Business Concept, Person hand holding wooden block with limited liability company icon on virtual screen.

Five Things to Know Before Including a Limited Liability Company (LLC) in Your Estate Plan

When it comes to protecting your hard-earned money and property, it is important that you have the right plan, which can include a number of tools for your unique situation. One tool that might benefit you is a limited liability company (LLC) that ow… Read More
Hands holding book with title Sole proprietorship.

The Sole Proprietorship: Pros and Cons

Transitioning from being an employee to being self-employed is a goal of many American workers, and a growing number of workers realized their goal in the wake of pandemic-related economic disruptions. Individuals often cite taking control of their c… Read More
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Three Important Concerns Self-Employed Individuals Should Address

Being self-employed is no easy task. You are the owner, and in some cases, the only employee. While you may have more freedom than the average worker, a lot of responsibilities lie on your shoulders. Working together, we can craft a comprehensive est… Read More
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Why You Want to Avoid Intestacy

About two out of three Americans will die without a will. This is known as dying intestate. While the reasons for not having a will vary, the end result is the same for everyone: they do not get to choose who receives their property when they die. In… Read More
Young woman talking with older woman indoors

Should the Trustee of My Trust Be Different during My Incapacity Than at My Death?

When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable living trust—that is, a trust that you establish during your lifetime and can revoke or amend—you may opt to act as truste… Read More