The Issues Your parent or other elder relative is getting legal advice. The lawyer says that she has to meet with your relative alone. You want to be included. There are several reasons why lawyers need to meet with your family member alone for at least part of the case evaluation process. Family involvement is […]
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 […]
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 […]
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 […]
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 […]
The Issue Many persons own assets with someone else. Such assets may include their home, land, cars, bank accounts, stocks, bonds, credit union accounts or any other kinds of property. Safe deposit boxes often have more than one name listed as owner. When such assets are owned by two or more persons as “Joint Tenants […]