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Blog

GIFT MEMO TO CLIENTS

GIVING AWAY REAL PROPERTY WHILE ALIVE REQUIRES CAREFUL CONSIDERATION AND THE ADVICE OF AN ATTORNEY Our office is often asked to take someone’s name “off” the deed to real property, to add someone else’s name “on” to the title, or to “gift” a property to a child or other family member. While the title to […]

WHEN ADVANCE HEALTH CARE DIRECTIVES AND DURABLE POWERS OF ATTORNEY FAIL – GUARDIANSHIP OR CONSERVATORSHIP MAY BE NEEDED

What is Guardianship? Guardianship and conservatorship is a legal proceeding used when an adult can no longer make or communicate safe or sound decisions about his or her person (guardianship) and/or assets (conservatorship). The individual may also become susceptible to fraud or undue influence, leaving them vulnerable to scam artists or identity thieves. Guardianships and […]

ESTATE PLANNING OVERVIEW

The Issues Estate planning means much more than preparing a Last Will and Testament* or tax planning for the disposition of your assets upon your death. It is the process of accumulating and disposing of an estate to maximize your goals. Your goals typically include making sure the greatest amount of the estate passes to […]

PROTECTING AGAINST POST-DEATH IDENTITY THEFT

We’ve all been warned about protecting ourselves from identity theft, but one group of victims can’t take action to protect themselves-the dead. Identity thieves steal the identities of more than 2 million deceased Americans a year, according to fraud prevention firm ID Analytics. Fortunately, there are steps that you can take to discourage identity thieves […]