Occasionally I run into situations between unmarried individuals owning property together. This can be a result of two or more people purchasing property together, but more often it is a result of two or more people inheriting property from a deceased individual. Attorneys often face co-ownership issues when advising on inheritance and probate avoidance. Inheritance …
When Someone You Love Dies In my office, we are long on both Probate and Life Experience. Having focused my law practice on estate planning and probate, I have helped thousands with transferring their assets after a loved one passes (probate) and likewise I’ve guided thousands with drafting their estate planning documents to avoid issues …
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Think of your estate plan as a living entity that needs to evolve with the changes in your life. Various life events such as the birth of a child, children growing up, changes in the family dynamics, fluctuations in your investment portfolio, career shifts, health changes, or relocation can all impact your estate plan necessitating …
It’s never too early to start preparing for the inevitable – that one day your parents will become dependent on your support. And one of the toughest realities that you will need to face is financing your parents’ care in their old age. Here’s a short list of strategies to help your family shore …
Estate planning can seem fairly simple when you have children to leave your estate to. But what if you don’t have obvious beneficiaries? These days, many singles are planning to marry and have children much later in life. This doesn’t mean that estate planning can be delayed. It is just as important for singles with …
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The information in this column is not intended as legal advice but to provide a smile during this holiday season. Any readers with a legal problem should lighten up this week, life is precious, so enjoy your family and friends now and join the real world after January 1, 2024. It is time again for …
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Inheriting wealth is a major event that, if not managed correctly, can lead to financial missteps and potential loss. Individuals who receive an inheritance often face challenges in managing their newfound wealth due to a lack of experience, existing debt issues, or tax complications. However, proactive estate planning can help mitigate these problems, ensuring …
Over the past several weeks our first responders have been very busy, so they were on my mind. While the Game Preserve Fire has been bad, it would be much worse without your bravery and dedication, which is truly appreciated. We recognize that your job can come with a lot of uncertainties and dangers. You …
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While the simplicity of a Will driven estate plan in Texas is most favored, some situations dictate using a trust instead. Navigating the different trust options in the pursuit of crafting an optimal estate plan can be overwhelming. If you are worried that things might go wrong, you can reach out to us and we …
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Unmarried couples don’t receive the same legal protections as married couples when it comes to inheritance and taxes. That’s why it’s crucial for unmarried couples to engage in financial and estate planning. Without proper planning, their partner may not receive anything if they pass away. Here are several reasons why you should consider a …
