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The Perils of Joint Property

June 23, 2021

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property…

How Long Should You Keep Important Documents?

February 23, 2021

How Long Should You Keep Important Documents? In a society dominated by paperwork, the question of how long to hold on to important documents has been baffling for most people. We especially worry about documents of a financial or personally…

Do You Own Rental Property?

December 14, 2017

How Proactive, Comprehensive Estate Planning Can Help A comprehensive estate plan should address all of your assets. For most people, an estate plan must include three common categories: (1) your home; (2) financial accounts, like your checking and savings account;…

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