Who Are My Heirs?

Who Are My Heirs?

Who Inherits Without a Will It has recently come to my attention that people don’t actually know who would inherit from them if they died without a will or trust.  I’m so well steeped in estate administration procedures that it didn’t occur to me that this is not...
How to Pass Property to Kids

How to Pass Property to Kids

A common question I’m asked is: What’s the best way to give my house to my kids? In most cases, parents want their kids to inherit their property with a minimum of taxes owed. This is particularly true of the family house, which kids may want to keep in the...

When Should I Update My Estate Plan?

Let’s face it, people don’t like to think about their estate plans. Most Americans don’t even have a basic will. Those who have a complete estate plan – will, trust(s), power of attorney and health care directive – can congratulate themselves on being ahead of the...