When real estate property is part of an inheritance, there are unique issues to anticipate when planning an estate….
When Real Estate is a Big Part of Your Estate
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estate administration
Bequeathing Assets and Lessons, Not Burdens, to Your Heirs
The responsibilities of settling an estate are complex and fraught with emotion. There are ways to make the process both simpler and less taxing to heirs.
Better Now Than Never When It Comes to Sharing Your estate Plan
Sharing your estate plan with your heirs BEFORE you die will help avoid misunderstandings and resentment among heirs later.
Steps for a Surviving Spouse
Collecting and managing an estate can involve much more than immediate errands and tasks, but there are certain things a surviiving spouse must do right away..
Will Your Pet be Treated as Property or Heir?
If you don’t provide for your pet in your estate plan, the pet will be treated as property.
When Sibling Rivalry Meets Estate Planning, It Can Be Complicated
Sibling disputes often arise after parents have died, often resulting in expensive legal actions. Planning and family conferences can help avoid conflicts.
Heirs Who Just Say No, Thank You
When used appropriately, disclaimers can be a big help in saving taxes for heirs.
When Is It a Good Idea for a Trust to Own Your Home?
It’s important to plan specifically for what will happen to your home after you die.
Don’t Bequeath a Device Without Operating Instructions
Adult children need to be included in discussions of your estate plan, if for no other reason than that. each needs to be willing and able to perform the duties assigned, and the location of your documents.
A Cautionary Estate Planning Tale from Dubai
A news story about a Dubai billionaire’s death highlights the need for careful estate planning and business succession planning.
