Often an unmarried couple purchases a home with no plans to ever be married but certainly wanting the partner to own the home when one dies. Unfortunately, too often, the title doesn’t allow that because the home’s been purchases with each named as “a single person”. Please check your title to see if indicates how…
Often an unmarried couple purchases a home with no plans to ever be married but certainly wanting the partner to own the home when one dies. Unfortunately, too often, the title doesn’t allow that because the home’s been purchases with each named as “a single person”.
Please check your title to see if indicates how owned. If owned as two single people, talk to someone about modifying the title. You’ll save people grief!
We have a unique perspective on estate planning that serves our clients well. We thoroughly review not just your assets and your wishes but your legacy. We ask the questions “What’s in the best interest of this family, how do we achieve those goals and what kind of legacy do you want to leave behind?” After answering these key questions, we help you determine the best course of action for your family going forward.