Posts Categorized: Estate Planning

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...

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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...

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What Is a QTIP Trust?

There is an ideal estate planning solution for every scenario that may exist. Life is not a cookie-cutter affair. People go through life changes, and these changes can require estate plan updates. Various different strategies...

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Can I Plan My Own Estate?

You can do a lot of things on your own by obtaining information online. DIY efforts can be useful, but you should understand your limitations. This is something to take into consideration when you hear...

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