Year: 2023

A lady bird deed, also known as an enhanced life estate deed, is a form of conveyance used in estate planning relating to the transfer of real property. A lady bird deed allows a property owner to transfer property to the person designated in the deed without the need for probate. It is essentially the […]Continue reading

0

eople often ask if a Will is absolutely necessary. The answer is almost always yes. There are so many factors to consider depending on the type of property involved and the identity of the heirs, whether homestead property is involved, but Generally speaking, it is best to always have a will as a back-up, even […]Continue reading

2

Changes in the law, including those relating to the surviving spouse’s ability to “port” the decease spouse’s unused exemption, have created an opportunity for practitioners to utilize flexible strategies for families regarding shielding family assets from being subjected to estate taxation. Prior to portability, the estate ordinarily had to implement a static a/b type trust […]Continue reading

6