Estate & Tax Planning
Q&A with Loraine: If two brothers are co-owners of family property and one passes away, can the one who passes leave his half to the other brother?
Whether a Will is necessary to transfer one owner’s interest in a parcel of real estate to another owner depends on how the deed to ...
Read More →
2025 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation
While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) ...
Read More →
Q&A with Loraine: My Mom Died without a Will and I am the sole survivor. How can I sell Her House in Georgia?
Question: How can I sell my mother’s house in Georgia? She died in 2008 without a Will. I am the only survivor. She was widowed, ...
Read More →
Q&A with Loraine: What Happens to a Person’s Mortgage When They Pass Away?
Question: My mother passed away without a Will. She has a house with a mortgage, and her only heirs are my brother and me. What ...
Read More →
Q&A with Loraine: Can I leave my share of my parents’ house to my husband in a Will?
Question: My mother passed away last year and my dad, without my knowledge, added my name to their house deed. It is fully paid off ...
Read More →
Corporate Transparency Act: A Big Deal for Anyone With an Interest in a Closely Held Company Beginning 1.1.2024! (Updated 3.31.2025)
Update: As of 3/21/25, CTA rules no longer apply to U.S. entities or their beneficial owners—only foreign companies may be affected.
Q&A with Loraine: One of my children is irresponsible with money. What is the best way to provide for him in my Will?
Question: My son has had a history of making poor financial decisions. I don’t want to leave him out of my Will, but I’m worried ...
Read More →
2024 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation
While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) ...
Read More →
