A big part of estate planning nowadays is efficiency. In the old days, it was taxes, taxes, and more taxes. Taxes are still out there, but most often folks will come in and say, “Chris, I want to make things a little easier for the next generation. I just settled the estate of my parents, …Read More
A lot of clients will come to us and they want to protect the property, and they’ll ask us to simply transfer or gift the property outright to their children. We’re hesitant to do that for a few reasons. We have to look out for the best interest of the client, and if we …Read More
A lot of clients come to us and they are taking care of their parents. They’re acting in what we call fiduciary relationship, usually as the power of attorney. The client will ask a lot of questions as far as responsibility goes, and as long as you’re acting prudently or in the best interest of …Read More
