When a loved one dies, their money and property has to be distributed to the appropriate people according to the will, or the state’s laws if a will is not in place. Even
Client have occasionally asked us whether their estate plan can include a right of first refusal (ROFR) on assets in their estate. To illustrate this issue, here’s a hypothetical scenario: The Family Farm
Most people don’t look forward to the death of a loved one, but they may have thought about a possible future inheritance. The reality is, that when someone passes, one of the first
How your accounts are owned has a big impact on your estate plan. The main objective is usually to ensure that no accounts and property are in only your name when you die.