Posts Categorized: Estate Planning

DIY Estate Planning Dangers

With the holidays approaching and the new year not far behind, we thought we would take a little time to discuss the important issue of DIY estate planning, and the potential dangers it involves. Like...

Read more »

The Dangers of Leaving A House to A Loved One

We deal with many clients and estates which provide for the specific distribution of real estate (such as a house) to a named beneficiary. This seemingly straightforward provision can result in family disputes and financial...

Read more »

Think Before You Gift

One of the most frequent questions I am asked by clients is whether they should start giving away property prior to their death.  The most common rationale is the belief that these “deathbed gifts” may...

Read more »