10 Questions to Consider When You Inherit Real Estate
Real estate is often the most valuable asset to be distributed after a death. Here are some questions to help you work through what to do.
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Amy Privette
- Jun 8, 2022
- 4 min
Decoding the Right of Occupancy: a planning tool for matters of the heart & home
Including a Right of Occupancy in your trust gives you the assurance that your loved one will not be rendered homeless following your death.
Amy Privette
- May 19, 2022
- 4 min
How to Prevent a Good Sale from Going Bad!
If you are selling real estate after a loved one's death, you cannot afford to miss this timing rule!
Amy Privette
- May 5, 2022
- 3 min
Why does the bank need a copy of my trust? SPOILER ALERT: It doesn't!
When the Bank Asks for Your Trust - JUST SAY NO! For the last few years, we have experienced historically low interest rates which have...
Amy Privette
- Mar 8, 2019
- 5 min
No Good Deed Goes Unpunished
There's a very narrow set of facts where adding your child to a home deed makes sense. There are many more reasons why you shouldn't do it!
Amy Privette
- Apr 24, 2018
- 1 min
Benefit of Holding Real Estate in a Trust
If you own property in multiple states, your Executor will have to conduct probate in every one of those states. There's a better way!
Amy Privette
- Apr 16, 2016
- 2 min
New Home...New Estate Plan
Buying a new home often follows a significant life change. That means it's a good time to review your existing estate plan!
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