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Dangers of Trying to do Your Own Estate Plan

Dangers of Trying to do Your Own Estate Plan

People often wonder why they can’t just do their own estate plan.  There are will forms on the internet.  Banks try helpfully suggesting you add your kids as pay-on-death to your accounts.  What’s the big mystery?  We view it like medical care.  Yes, you can find...
Gifting Real Property Poses Problems

Gifting Real Property Poses Problems

We get many inquiries about gifting real property. Sometimes we deal with seniors who want us to prepare a deed gifting the home to their children. Some believe that they could wait out the five year ineligibility period and obtain Medicaid. We always try to convey to...
Informal Estate Plan

Informal Estate Plan

Many times clients think they have solved their division of assets (after their death) by making up an informal estate plan of their own device. They may name their most responsible child as Personal Representative or Trustee in their estate planning documents, and...