You love your family, your children, grandchildren, nieces and nephews. You do not like to see them struggle or have a difficult time with life. Your parenting/grandparenting instincts kick in and you just want to “help” them out. It is …
You Thought Your Trust-Owned Home Was Insured
When you signed your trust, you felt pretty good about having it done. You felt even better when you deeded your home into your trust. You breathed a sigh of relief because your trust now owns your home and you …
Protecting Special Needs Inheritances
I had a client come in this week who was the Social Security Payee for her disabled daughter. Her daughter was on Social Security Disability, Medicare and Medicaid. The father of her daughter recently passed away and was leaving a …
Putting your Financial House in Order
If you haven’t heard already, April is National Financial Literacy Month. It is a great time to pay particular attention to financial education. According to a 2017 US Bureau of Labor Statistics survey, 46%, or nearly half of American workers …
A Few Words in a Deed Can Make a Huge Difference
We see family properties transferred from generation to generation all the time. Sometimes the family attempts to transfer the property on their own. Other times, they use an attorney to draft a deed, but do not provide the attorney any …