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Joint Revocable Living Trusts: The Facade of Simplicity
Joint Revocable Living Trusts (Jt RLTs) in common law property states, such as Georgia, are often used by a married couple as their primary estate ...
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Q&A with Loraine: Is My Deed Valid?
Question: Is my deed valid? My grandfather passed away in Florida. He owned a house in Georgia. My mother was named the representative and sole ...
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Q&A with Loraine: My mother passed away about a year ago without a Will. How can I get access to funds she had in Florida?
Question: My mother passed away about a year ago, and sadly she had not prepared a Will. She has about seven or eight remaining accounts/funds ...
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Q&A with Loraine: How can I make sure that cash I leave to a person is used to care for my pets?
Question: If I leave a box of cash to someone via my Will, how do I make sure the cash is used for a specific ...
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Act Now to Supercharge Your Gifting and Other Wealth Transfer Tax Savings Strategies!
For wealthier families and individuals, now may be an incredible time to act to legally reduce and possibly fully avoid future wealth transfer taxes, including gift, estate, and ...
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Q&A with Loraine: If a beneficiary never signs the paperwork for a change in executors, can they lose their inheritance?
Question: In the state of Georgia, if a beneficiary never signs the paperwork needed to carry out a change in executors, can they lose their ...
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Q&A with Loraine: Who owns the home if the Will was never completed and the co-owner spouses have passed?
Question: My mother and her husband were co-owners of a home, and they both have passed away. The house still shows 50/50 ownership. My mother ...
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Q&A with Loraine: Transfer on Death Deed?
Question: I was considering setting up a transfer on death deed instead of making a Will. I have two children, each of whom has one ...
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