Dear Clients and Friends, When setting up a revocable trust, you need to be diligent about asset transfers, beneficiary designations and funding formulas. Failure to complete certain steps can prevent the trust from acting as you intended, creating additional cost and … [Read more...] about Avoid these mistakes when setting up a trust
Blog
How home selling has shifted in the past decade
Dear Clients and Friends, If you haven’t sold a home in the last 10 years, you might be surprised by how much trends and expectations have changed over the years. Here are some leading factors changing the home sale market today: Real estate sites: More than 90 percent of … [Read more...] about How home selling has shifted in the past decade
Naming a guardian for your children
Dear Clients and Friends, Resist the urge to avoid naming a guardian as part of your estate plan simply because it’s not easy to imagine someone else raising your children. If you don’t, you leave the guardianship of your children up to the courts if you pass away. Think about … [Read more...] about Naming a guardian for your children
Divorce and bankruptcy: which should I file first?
Dear clients and Friends, As we all know, life often doesn’t go as planned. Nothing illustrates this more than divorce. Bankruptcy is similar. You made financial plans, but for whatever reason your debts got out of control and you realized you might need a court to protect you … [Read more...] about Divorce and bankruptcy: which should I file first?
New bankruptcy rules give relief to small businesses
Dear Clients and Friends, Chapter 11 bankruptcy is not an easy process, and rules have traditionally favored large businesses. Now, distressed small businesses will have a better chance at reorganization under a new subchapter of the federal bankruptcy code. The Small … [Read more...] about New bankruptcy rules give relief to small businesses
Challenging a quitclaim deed
Dear Clients and Friends, The next-door neighbors convinced your aunt to sign over the deed to her house. Your stepfather’s long-lost son came to visit and walked away with a quitclaim deed to the family cottage. What do you do when you suspect someone did something “fishy” to … [Read more...] about Challenging a quitclaim deed
