In the News
What is a Co-Ownership Agreement and Why Should I Get One?
As more people are living together without being married, co-ownership agreements are becoming more commonplace, but what exactly is a co-ownership agreement? A co-ownership agreement is a contract that creates the rules of which two or more people agree to abide by...
What To Know About The Estate Administration Process
When a loved one passes on, their friends and family are often left confused and heartbroken. Most families want the space and time to process. However, folks processing the loss of a loved one are also faced with the tedious, confusing process of estate...
Leaving Real Estate To Heirs
I work with many families who own real estate in a variety of capacities…home, vacation home, income properties, etc. Many want to leave the property to one or more of their children, or other heirs. That is a minefield! “A whopping 68% of people say they...
“I Do” Is Not An Estate Planning Strategy – Part II
This is my second discussion on this topic. The actor, Chadwick Boseman, (Black Panther, Ma Rainey), passed away from colon cancer in 2020 at a relatively young age. He had recently married and after his passing, we learned he did not have any planning...
Return Of The Out of Office Memo – We Smooth Things Out For Co-Workers, Let’s Do It For Our Families
Now that we are moving back to taking actual vacations, we are likely to be “out of the office” for an extended period of time again…hopefully turning off work-related devices. To that end, we may be dusting off that “out of office” template we’ve used in years past. ...