Part of planning for the future involves getting your estate in order, and determining who you want your assets to pass to when you die. If you have real estate property, and want it to transfer to ...

Avoiding probate is often an important goal for many estate planning clients. Probate is the court-supervised process of administering a deceased person’s estate and transferring their property at ...

A new Minnesota law comes into effect on August 1, 2024, which flags the importance of addressing insurance coverage within your estate plan, especially if your plan utilizes transfer on death deeds.

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New York recently enacted legislation to allow transfer-on-death (TOD) deeds for New York property, becoming the 30th state (including Washington, D.C.) to pass a TOD law. Effective on July 19, 2024, ...

Q: I signed and recorded a Transfer on Death Deed in 2016. It was the first version of the form. My concern is that the TODD may not be acceptable by some title companies. What would be your take on ...

Q: I’m a 60-year-old single woman who hopefully has all my finances in order. I have beneficiaries on all of my accounts and a will, but I don’t have a trust. Considering the cost of setting up a ...