Mike
December 2, 2022
Real estate is often a major part of the gifts which pass from a loved one’s estate to the beneficiaries. Unlike stocks and other liquid assets, real estate often has added sentimental value to the beneficiaries with a feeling of history and connection to the property. Many families want to honor their loved one’s wishes […]
Mike
January 3, 2022
Real estate often makes up the largest asset in a loved one’s estate. But transferring real estate can be tricky, especially if the property is tied up in a legal situation. Legal problems can prevent the sale of estate property or cause the proceeds of sale to be held in escrow. We regularly encounter […]
Mike
December 7, 2020
Case Study It is never easy coming to terms with the passing of a beloved spouse, especially the major lifestyle changes and financial challenges. The spouse’s grieving process itself takes time and energy to process. Unfortunately, the burden of dealing with the administration of the loved one’s estate becomes a pressing matter while […]
