It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
A qualified terminable interest property (QTIP) trust allows an individual, called the grantor, to leave assets for a surviving spouse and determine how the trust’s assets are split up after the surviving spouse dies.
Pablo Tagre did an amazing job with our estate planning. He explained everything to us in a way that was easy to understand and walked us through process step by step. I would highly recommend him because he is thorough and thoughtful leaving me confident that my family and I are now protected for the future.
Gabe V (UsMc5811)
July 11, 2022.
Very knowledgeable and great human being.
July 11, 2022.
Pablo Tagre is the consummate professional and truly cares for his clients. He’s approachable and responsive to questions or concerns. He has the unique ability to make a complex document such as a trust understandable. We highly recommend Pablo Tagre for all of your legal needs.
March 8, 2022.
When this firm describes itself as a professional company, it exceeds my expectations. I came to Pablo a few years back and helped me form an LLC for an ice cream business I started. He walked me through possible scenarios like partnership splits and brand protection. Recently I have opened a cleaning and painting business and assisted me with the paperwork to reach the needs of banks and the IRS. The firm is truly a pinnacle in the areas of legal council. As a small business owner, if you have any questions I would encourage you to book an appointment and address any concerns you may have concerning legal matters. Thank you Pablo and staff for taking care of my legal business needs!
February 25, 2022.
Tagre Law Office and Pablo Tagre made my experience of putting my Estate Planning needs in order very easy and pleasurable. Thank You Pablo.
February 4, 2022.
The Tagre Law Office is very responsive. Pablo is patient, he listens and accounts for every detail, and recommends the most prudent path forward. Strongly recommend.
November 19, 2021.
Very helpful to our needs and professional chuy
Maddi Oliva Open your Up.
May 15, 2021.
Excellent! Fast response. Answered my questions/concerns. Friendly. Knowledgeable. Happy with what I wanted done!