Assisting Your Client: Important Legacy Questions Your Client Should Answer in Their Estate Plan

When beginning any type of planning, the person planning should usually start with some preliminary questions. With that said, the following are questions that your client should consider when they are thinking of creating an estate plan. Share the following with your...

Property Sisters: How to Give Real Property to a Loved One at Your Death Without Probate Court Involvement

A home is often one of the most important assets that people own. Therefore, most people want to stay in their home until they die and then have a loved one receive it. One common way to pass a home to loved ones is through a will. However, transferring property with...