Q: We are in the process of buying a new house and have been asked how we want to hold title. Can you help outline our options and provide us with some guidelines for making our decision? — R. W., Nevada A: The way you hold or take title (ownership) to your real estate and [...]
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Under the wrong circumstances, accepting an inheritance can have costly tax implications. Sometimes, saying “no” does make more sense. It all depends on how her father’s estate plan was structured, and how the estate was to be transferred. Here’s some background information and thoughts to consider. The Disclaimer A disclaimer is a legal way of [...]
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Title holds the key to your propertyWhen it’s wise to say ‘no’ to an inheritanceLitigation National Estate Planning Awareness Week (3rd Week in October) Planning Trusts This website is brought to you by The NAEPC Education Foundation, working in partnership with the National Association of Estate Planners & Councils. Formed in 2005, The NAEPC Education Foundation provides information about the multi-disciplinary approach to estate planning for the public and holds educational conferences, seminars, forums, and meetings for practitioners. The National Association of Estate Planners & Councils is comprised of 230 estate planning councils and their 28,000 members across the country and administers the Accredited Estate Planner® designation to qualified professionals that support the team concept of estate planning. |
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