by Christine | Mar 10, 2014 | Elder Law, Estate Law |
… Multi-generational living arrangements present legal and financial challenges around home ownership. The family home is that special place where the family lives and comes together. In fact, some families take it one step further and actually all live under...
by Christine | Mar 6, 2014 | Elder Law, Estate Law, Gift Tax, Loans |
Be prepared to demonstrate that the loan is legitimate, and that repayments are being made regularly. This documentation can also help sort matters out if the lender should die before the full value of the loan has been repaid. If you are compelled to help out a...
by Christine | Feb 5, 2014 | Estate Law, Payable On Death Account, Trusts, Wills |
You might be a candidate for a trust that you never needed before. A trust is a great tool within an estate plan, one with unique goals depending upon the one making the plan. Some goals are very common, while others don't exactly follow the mainstream. A recent...
by Christine | Feb 3, 2014 | Estate Law, Estate Planning, Inheritance, Probate, Real Estate, Wills |
The process of selling a relative’s home is likely going to be emotional, from the sorting of the personal belongings to the finalization of the sale at the closing table. Expect that. And surround yourself with professionals who will be empathetic and helpful. Many...
by Christine | Jan 30, 2014 | Estate Law, Gift Law, Portability |
Just when is the DSUE [Deceased Spouse Unused Exemption] available to a surviving spouse or the estate of a surviving spouse for use in determining the surviving spouse’s applicable exclusion amount? It can be very challenging to stay on top of federal estate tax law...
by Christine | Jan 27, 2014 | Estate Law, Pet Trust, Trusts |
"Pet trusts aren't just for the wealthy," says Frances Carlisle, a trust and estates attorney in New York. For most pet owners, she adds, the goal "is to make sure a plan exists for the care of the animal." Do you own a pet? It seems as though...
