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February 2017 Archives

3 major estate planning mistakes most people make

You're in your 50s, so you're thinking about estate planning. You have a few children, a good amount in assets - investments, cash, real estate and much more - and you want to make sure they get passed on to your kids properly. But you haven't done anything yet. If someone asked you if having a plan was important, you'd say yes. If they asked to see your plan, though, it'd be impossible - since that plan simply doesn't exist.

Should You Be The Bank?

Did you know that you can act like a bank and loan money from your personal accounts, including retirement accounts, to people and companies looking to borrow money? We represent many clients who make these "hard money" loans secured by real estate mortgages.

Recovering Expenses in Probate Cases

It is quite common for a person named as a personal representative in a probate estate to incur certain costs and expenses related to the decedent and the decedent's estate prior to being officially appointed as the personal representative of the estate. Such costs and expenses can include, funeral expenses, burial expenses, utility bills for the decedent's homestead, legal fees, and other fees and costs related to the securing and maintenance of the decedent's home and other assets.

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