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Putting Home in a Trust?

When you purchase and own a home, your name is on the title to the property, indicating ownership. However, you can transfer ownership of your residence to another person or entity in the form of a real estate trust.
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Estate Planning Protects Unmarried Couples

It is very important for unmarried couples to execute estate planning documents to make their wishes clear concerning the rights and responsibilities of their significant other.
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Inheritances When Unequal Is Fair

There are times when it makes sense to leave more to one child than another.
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Estate Planning to Distribute Property?

It is commonly understood that upon death, our property will pass to someone else. However, the details of exactly how property passes often seem a bit more mysterious.
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Spousal Lifetime Access Trusts?

Different people have different needs, and for most people, starting with basic legal documents, such as a will and power of attorney, are a great place to start and can make a big difference.
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Stepchildren Excluded from Estate Plan?

Estate planning is nearly always worthwhile but can be extra important when you have stepchildren.
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Steps When a Spouse Dies

Unfortunately, during the grieving process surviving spouses also need to navigate the complex financial issues that arise after the death of their partner.
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Tax Scams Involving CRATs

Part of the agency’s latest annual ‘Dirty Dozen’ scams, these potentially ‘abusive arrangements’ involve charitable remainder annuity trusts and monetized installment sales.
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Can I Split an IRA?

Like most assets, you can inherit an individual retirement account (IRA) after the owner’s death. For spouses, inheriting an IRA is a relatively straightforward process.
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Do Heirs Pay Debts from Estate?

First, debts in a person’s estate are payable from the decedent’s assets in the course of administering their probate estate or administering their living trust estate.
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