Apr 83 min readEstate PlanningAre your Beneficiary Designation Forms Up-to-Date? Checking Beneficiary Designation Forms is a Critical Part of Good Estate Planning When I work with clients to create their estate plan, a...
Jul 24, 20234 min readEstate PlanningRisks of Skipping a Title Search when Transferring Real Estate between Family MembersFamily members often transfer properties to one another, or inherit properties from loved ones, yet they rarely put safety measures in...