Tags » Probate

Handle Your Finances With Care

It takes years to gather a handsome amount of money, and if it is not handled properly, your most prized possession would soon escape from your hands like sand. 428 more words


Will Instruction Sheet fails as informal will

A solicitor’s will instruction sheet was not admitted to probate as an informal will, in circumstances where the instruction sheets were incomplete in terms of what the deceased wanted included in his will and the deceased’s instructions were derived from different sources.   36 more words

Finding Deals In Unusual Places: Probate and Bankruptcy Real Estate

Sometimes the best deals for real estate investors can be found by buying property from an owner who has recently passed away or has become bankrupt. 451 more words


Who needs an estate plan? Top seven reasons why you need one even if you think you don’t. Part I:

When I am talking to friends, colleagues and potential clients, they often tell me that they don’t need an estate plan because they don’t have enough money to reach the estate tax exemption ($5.45 million per person in 2016).  389 more words



Face it.  We transpeople get pretty jumpy whenever anyone of us talk about death or dying.  It’s easy to presume that whenever one of us talks about the subject means that person must be suicidal.  3,859 more words


Probate: Inheritance tax on gifts given while alive

In this blog, we are going to look at inheritance tax that could be payable on gifts given while the deceased person is still alive. 523 more words


New Vision Senior Group

On Tuesday, I was invited to speak to the New Vision Senior Group in Meeker, Ohio.  Twenty-nine wonderful folks who wanted to hear about estate planning. 665 more words