Estate & Tax Planning
Q&A with Loraine: Is a child who takes care of aging parents entitled to their house?
October 17, 2023
Question: I lived with and took care of my parents for 16 years. My brother and sisters did nothing to help me. Both of my ...
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Don’t Forget This Important Step After Transferring Your Primary Residence to Your Revocable Living Trust!
September 27, 2023
Georgia has a new probate law going into effect on July 1, 2023 that imposes new and additional requirements on appointed Executors. The new statute, ...
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Q&A with Loraine: Should I add my adult disabled daughter to my house title?
September 25, 2023
Question: I am 77, and my daughter is 46 and disabled. Should I add her to the title on my house so that it won’t ...
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Q&A with Loraine: Is it better to name my kids as beneficiaries on my savings and investment accounts, or should I have my accounts go to my estate?
September 12, 2023
Question: Is it better to have my savings and investments go directly to my beneficiaries when I die, or should I have them go to ...
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A 2014 Handwritten Will of the “Queen of Soul,” Aretha Franklin, Declared Valid by Jury
August 11, 2023
The estate of Aretha Franklin became the center of a family dispute after the “Queen of Soul” died in her Michigan home on August 14, ...
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Q&A with Loraine: My father has five children between my stepsiblings and me. How will his house be split?
August 8, 2023
Question: My father passed away in October. His wife died about eight years ago. I’m the oldest child from his first marriage, and he has ...
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Q&A with Loraine: My father passed, and his estate went to my mother. Now my mother has passed. Who receives the estate now?
July 25, 2023
Question: My father passed, and his estate went to my mother. Now my mother has passed. Who receives the estate now? Loraine’s Answer: If your ...
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Q&A with Loraine: I would like to leave my estate to close friends. How do I prepare my Will with my friends in mind?
July 21, 2023
Question: As a single woman who has never been married and has no children, I would like to leave my assets to close friends when ...
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