by Lauren Jackson | Jan 20, 2023 | Estate Planning, financial advisor
When thinking about estate planning, you may not realize how much a financial advisor can be involved in the process. Many financial advisors will not take you on as a client if you do not have your estate planning complete. Why would financial advisors turn down...
by Lauren Jackson | Nov 1, 2022 | Attorney, buying a home, Lawyer, Real Estate, selling a home
Are you ready to buy a home? Are you ready to sell your current home? Do you think it is possible to do both transactions in one day? With some good planning and a little bit of luck on your side, it can be done. If possible, we encourage our clients not to buy and...
by Lauren Jackson | Jul 13, 2022 | College Incentive Provision, Estate Planning, Revocable living trust
When clients are completing their estate plan and they have minor children one of the hardest questions to answer is what is the best way to leave assets? I would never advise clients to give large sums of money to 18 year old’s with no restrictions. So, what are...
by Lauren Jackson | Jun 13, 2022 | Beneficiaries, Estate Planning, Real Estate, Trusts
If you are part of a group of beneficiaries (2, 3, etc.) and have inherited a parcel or parcels of real estate together, there are a variety of ways in which the real estate may be distributed. First and foremost, if the real estate is owned by a trust, the trustee of...
by Lauren Jackson | May 2, 2022 | executor, petition for probate, Probate
When a loved one dies it is a very stressful time for all family members involved. If the decedent completed their estate plan (including funding it) a lot of the work to transfer the assets upon death has been done. Someone should only have to implement...
