Many people who wish to have their estate avoid the probate process hit a wall when it comes to real estate. However, there are three widely used ways that real estate can be easily transferred after you pass away that do not involve probate.
Read More »Money and Estate Planning Issues for Unmarried Couples
Whether a couple is married or unmarried, there are invariably many money issues for them to consider – and some valuable financial moves to make. Here are some tips for those in the not-married camp. A bad way to manage your joint and separate finances is to just wing it. Do so, and one or […]
Read More »Gift Giving and What to Do About IRS Form 709
Most people give gifts all the time without even thinking about the potential tax ramifications. Yet technically, whenever you give something to someone, you have to follow the gift-tax rules. Fortunately, those rules don’t require you to file a gift tax return every single time someone celebrates a birthday or other special event, but it’s important […]
Read More »Transferring Real Estate without Probate
Many people who wish to have their estate avoid the probate process hit a wall when it comes to real estate. However, there are three widely used ways that real estate can be easily transferred after you pass away that do not involve probate.
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