Estate Planning

Estate Planning By Default

Estate Planning By Default Posted by Joshua R. Cook, on May 2, 2016 According to a survey taken about a couple of years ago, a majority of Americans do not have a will.[1]  It’s probably on many people’s “to-do” list, but they may never get around to doing it.  Along with a will, there are many other…

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Multiple Owners of Real Estate

Multiple Owners of Real Estate Posted by Joshua R. Cook, on October 2, 2015 Several people can own interests in a piece of land at the same time.  The legal relationships and rights of the owners depend on how they hold title.  Generally, joint owners hold title to the real estate in one of the following ways:…

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What the heck is “portability”?

What the heck is “portability”? Posted by James R. Schrier, on October 6, 2014 When developing an estate plan for a husband and wife, back in the old days (before 2011) it was very common to divide assets between them so that, regardless of which one died first, at least one of them would be able to…

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