Can You Remove Someone from a Life Estate?
Parents often use life estates to leave the family home to children, while remaining in the house for the rest of their lives. However, sometimes things don’t work out as intended. If and how changes may be made to a life estate is the focus of a recent article “How...Business Succession Plan Prevents Family Fights
A comprehensive business succession plan is a set of legal guidelines to ensure an orderly transfer of financial control and executive responsibilities to a new generation of leaders. Index Fund Advisors’ recent article entitled “How to Avoid a Messy Succession...How Do We Address Digital Assets in a Will?
Many of us overlook the amount of information and assets we have online (out so-called “digital assets”) – for example, frequent flier miles, online bank accounts, subscriptions, photos, social media accounts, personal or business websites, etc. The...Do I Need a 529 Education Savings Plan?
Statecollege.com’s recent article entitled “Did You Know 529s Are Powerful Estate Planning Tools?” explains that specialized savings accounts, informally referred to as 529s, could be at the top of your list. These accounts have a number of advantages for...Conservatorship vs Guardianship
A conservatorship is created to let one person manage another’s finances. The conservator is court- appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the transfer of other financial...LIVE WEBINAR: Getting Started with Estate Planning
If you’ve been thinking of getting your Estate Plan set up, but aren’t sure how, get your questions answered at our next live seminar!
Presented by attorney Pablo Tagre.
