Preserve Your Legacy

Estate Planning | Elder Law | Special Needs Planning

Proper Asset Ownership

Recent Posts in Proper Asset Ownership Category

  • WHAT DO YOU MEAN, A WILL DOESN'T CONTROL MY PROPERTY?

    Many folks associate estate planning with having a will and a will is all they have. They are shocked to learn that a will is not all they need and that it usually doesn’t work. If you’re single, a will doesn’t control all of your property; and, if you’re married a will probably doesn’t control any of your property. Joe and Claire were married (second marriage) and like most married couples, they ...
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  • I HAVE A TRUST; HOW SHOULD I OWN MY PROPERTY?

    You should own your property in accordance with your needs, goals, and up-to-date estate plan, designed by a qualified estate planning attorney. Proper asset ownership is a key to a successful estate plan ; and, most people don’t own their assets properly. If you have a revocable living trust , fund your assets into the trust. If you do trust-based planning, your estate planning attorney will tell ...
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