Call me old-fashioned, but I think estate planning should involve a personalized and continuing relationship, not a transaction. While some may prefer to use low-cost websites or software because they are more concerned about
I often hear people say they don’t need an estate plan because all of their assets are held jointly with their spouse or with one or more of their children. Although this seems
Most of us make mistakes. They vary in importance and for the most part can be corrected before any real damage has been done. With estate planning we find that mistakes vary based
If you set up a Revocable Living Trust (What is a Living Trust?) for estate planning purposes, you probably did so with the belief that it would make administration of your estate easy,
Finding the right attorney to assist you in designing an estate plan can be a daunting task. Some people believe that every attorney is capable of providing competent counsel and others shop for
The administration of an estate is often characterized by confusion due to the lack of proper estate planning. Unfortunately this occurs at the worst possible time when a loved one has died and
“I am from the government and I am here to help you.” We laugh about that statement but when it comes to the distribution of property after our death, we often fail to
Presented by: Doug W. Davis, Davis Law Group, and Robin W. Tull Jr., CFP, Tull Financial Group The Chesapeake Regional Health Foundation will be hosting an educational seminar on Estate Planning. We invite
I previously posted a two part series entitled “The Transfer of Title and Sale of Real Estate after Death” which can be found here: PART I and PART II. This has proven to be
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