Archive for April 2015
Estate Planning – How Property is Titled
How property is titled plays a significant role in estate planning. In this article we’ll take a 5,000 foot view of the ways in which we hold title to our property, and the effect such title has during periods of disability or at death. First, when we speak of title, we speak of legal ownership…
Read MoreFunding Investment Accounts
Investment accounts, or brokerage accounts, are accounts held by an institution that contain mutual funds, stocks, ETFs, cash accounts, etc. Additionally, as used in this article, investment accounts are non-qualified accounts. In other words, investment accounts are distinguished from IRAs, 401k’s, 403b’s, etc. in that the assets inside of an investment account receive no special…
Read MoreFunding Real Property Part II
In our last post, we looked at some of the rules surrounding real estate that should be taken into consideration in determining whether to fund real property into a revocable living trust. We’ll now look at how we move title of real property into trust. Funding a trust with real property is as simple as…
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