Sep 5, 2023 | Uncategorized
Consider Irene, who recently became a widow when her husband, Henry, died. Like many married couples, they held the title to their home as Tenants by the Entirety. As a surviving Tenant by the Entirety, Irene automatically acquires all ownership and needs to update...
Aug 21, 2023 | Uncategorized
When it comes to Estate Planning, Trusts are excellent tools that you can use to protect your assets. Revocable and Irrevocable Trusts serve distinct purposes, and it is important to understand the differences between them.ย Revocable Trusts allow you to retain...
Aug 8, 2023 | Uncategorized
A well-crafted Estate Plan gives you a great deal of control over what happens to you, your money, and your possessions once you have passed away. However, there are several things you will want to leave out of your official documents, in order to maintain flexibility...
Jul 28, 2023 | Uncategorized
Our first response to this question is by asking our Clients a different question: Do you ever drive in the same car as your loved ones?ย If this is your current situation, you have certainly put yourself in a better position than most people.ย As we tell our clients,...
Jul 7, 2023 | Uncategorized
Over the past several months, we have used this space to provide insight about the Estate Planning process, and the benefits of a Revocable Living Trust. Now, we would like to discuss Revocable Trusts in more detail, and how they can help you protect your assets and...
