Category Archives: Featured

CONCERNS WITH JOINT ASSETS WITH CHILDREN FOR ESTATE PLANNING PURPOSES Clients often ask us to transfer their assets (including their house) so that it is held jointly between them and one or more of their children. Transferring your assets into … Continue reading →

DROPBOX ALLOWS REMOTE ACCESS TO ALL YOUR FILES DropBox is cloud based storage for your computer. With a DropBox account you can save your office files to DropBox and then access those files from home or anywhere else you might happen … Continue reading →

TRUSTS AND THEIR USE IN ESTATE PLANNING Trusts are similar in function to a gift left to someone in a Will, except that Trusts can be set up either within a Will or while the “settlor” (the person creating the … Continue reading →

TO AVOID CLOSING DELAYS, CONSIDER BRIDGE FINANCING It is common for people who are selling a house and buying a replacement home to have both deals close on the same day. This can sometimes result in closing delays. Your sale … Continue reading →

ALL IS NOT LOST WHEN AN ORIGINAL WILL IS LOST Executors and the beneficiaries of an estate may panic when they discover the deceased’s original Will has been lost or destroyed or they just cannot find it. The courts may … Continue reading →