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Roger Billings, Estate Planning Attorney -
Recent Posts
- Is a Conservatorship Right for Your Family? Part 1: Disadvantages
- Responding to Probate Court Petitions
- The Election’s Impact on Estate Planning
- Does it Count as Book Burning When it is a Book of Legal Citation Formats?
- Courts Increasing Scrutiny of Conservatorships
- Getting a Conservatorship Protected Their Mother
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Category Archives: Real Estate
A Vacation Home for the Next Generation
Feeling nostalgic about summer vacations? Me, too. One of the most tangible forms of inheritance is a vacation home. Parents often express the wish that their children not sell the cabin in the woods. This is particularly so when it … Continue reading
Posted in Estate Planning, Family Limited Partnerships, Gifting, LLCs, Real Estate
Tagged Cabin LLCs, Family Limited Partnerships, Gifting, LLCs, Vacation Homes
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Not All Deeds Are Created Equal: An Estate Planning Vocabulary Tip
“Great acts are made up of small deeds.” Lao Tzu In the legal world, the word “deed” is confusing. Used by itself, it usually refers to a document transferring title to real estate. There are different types of such … Continue reading
Posted in Estate Planning, Living Trusts, Real Estate, Trust Funding
Tagged Estate Planning, Property Deeds, Real Estate, Trust Funding
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Can I Avoid Probate of My House by Holding It in Joint Tenancy?
Joint tenancy might be a convenient estate planning shortcut, but it also brings some undesirable risks. Joint tenancy is a form of ownership of property where two or more people hold title to the property with right of survivorship, … Continue reading
Posted in Estate Planning, Joint Tenancy, Probate, Real Estate
Tagged Creditors Claims, Estate Planning, Joint Tenancy, Living Trust, Probate, Wills
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Hidden Perils of Refinancing
Be informed when refinancing a home in a living trust. The secret is out. Refinancing contains hidden perils for homes in revocable trusts. Recently I received a call from a client who fortunately had the good sense to question what … Continue reading
Posted in Estate Planning, Law, Living Trusts, Probate, Real Estate, Trust Funding
Tagged Estate Planning, Living Trust, Probate, Property Deeds, Real Estate, Trust Funding, Updates
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How to Fund a Living Trust, Part 1
Funding a living trust refers to transferring assets into the trust. If a trust is a box then funding the trust means putting assets into the box. For assets that are titled, such as real estate, accounts, stocks and bonds, … Continue reading
Posted in Estate Planning, Living Trusts, Probate, Real Estate, Trust Funding
Tagged automobiles, Bank accounts, Estate Planning, life insurance, Probate, Property Deeds, Real Estate, Retirement Accounts, Trust Funding
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