Posts in July, 2020

Jul 20 Planning for your Special Needs Beneficary

Disabilities affect families at all socio-economic levels. Everyone knows someone who is challenged by a disabling condition ...

Jul 16 Do Not Lose the Family Beach House

Recently, a client’s husband died. He owned a beach house from before they were married and her name was never put on the deed. ...

Jul 13 Irrevocable Trust Step Up in Basis

I was recently asked the following question: A person (Grantor) puts real property valued at $100,000 into a Pure Grantor ...

Jul 07 What Do Kids Fight Over?

What do kids fight over? The typical response is “Money”. However, this is not statistically true. In fact, the kids rarely fight ...