by amanda | Mar 16, 2024 | Uncategorized
Practitioners involved with the administration of trusts and estates of a decedent may be confronted with the issue of dealing with one or more assets of a decedent discovered after the administration is believed to have been concluded. Consideration of timely...
by amanda | Mar 15, 2024 | Uncategorized
Wills contain important information about who receives money, possessions, and property upon a person’s death. Many often ask, who can view this information, and is it a public record? Once your will goes through probate, it becomes a public record. The probate...
by amanda | Mar 12, 2024 | Uncategorized
As we’ve previously discussed, portability is an important feature of an estate plan. Portability allows the surviving spouse to die to “save” any of their predeceased spouse’s unused federal estate and gift exemption amount. A federal tax of...
by amanda | Mar 8, 2024 | Uncategorized
On the road to becoming a homeowner? If so, you may have heard the term pre-approval get tossed around. Read More
by amanda | Mar 7, 2024 | Uncategorized
Are you feeling a bit unsure about what’s really happening with mortgage rates? Read More
by amanda | Mar 3, 2024 | Uncategorized
Major Money Mistakes to Avoid as a First-Time Home Buyer As a first-time home buyer, you are pressured to get things right. However, you don’t have much experience to rely on. While a few mistakes may be inevitable, especially if you are not using a real estate...
