We are often asked about the best way to avoid the problems associated with probate in transferring property to the beneficiaries of wills. The short video below offers some insights on the issues and how best to ensure a smooth transfer of assets.
Ownership & Encumbrance Reports. We’re glad to share this tip for an easy way to be sure that the title is correctly stated on property title transfers.
Passing ownership of property and other assets from one generation to another requires planning. This is especially true in long held assets where the tax base for the asset is passed to the beneficiary and can result in substantial capital gains tax coming along as well. We’re prepared a short overview of how this can […]