How Does Property Pass to Heirs in Estate Planning?
November 6, 2024
By understanding how property actually passes, individuals can prepare holistic estate plans that will ensure that property transfers in the way intended.
Heirs’ Property and Potential Landowners Issues in Inheritance through Probate
July 31, 2024
Heirs’ property creates unique landowners issues that disproportionately impact African American communities. These problems include unclear titles, tax issues and vulnerability to partition sales.
What Happens If You Inherit a Parent’s House?
June 21, 2024
Inheriting a house is a process that should begin well before a parent dies. While discussing end-of-life topics can be uncomfortable, the conversations must happen before it’s too late.
How Does an Estate Plan Address Young Beneficiaries?
March 7, 2024
Minor children and young adult beneficiaries in particular need more specialized provisions to protect both the assets and the beneficiaries.
Make a New Year’s Resolution to Do Your Estate Planning in 2024
January 16, 2024
Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
Should I Give the Kids My House in My Estate Planning?
November 14, 2023
Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the “American Dream” includes not only buying a house but also passing that same home on to their children. Financial advisers have largely supported this tactic for passing along generational wealth.
What Is in Senator Dianne Feinstein’s Estate?
October 24, 2023
Dianne Feinstein, a notable political figure, has reportedly left her substantial real estate properties to the children of her billionaire husband. Despite ongoing disagreements among the heirs, they are slated to inherit these significant assets.
Do I Pay Taxes When I Inherit?
September 20, 2023
An inheritance is a windfall that can absolutely help someone’s financial situation — but it can make your taxes tricky.
Transferring Property to Heirs? Skip Top Five Mistakes
August 23, 2023
Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you.
What Should We Do with an Inherited Home?
August 3, 2023
Inheriting a house with siblings can be a blessing or a curse, depending on your family situation and how you handle it.