, ,

The Problem With Beneficiary Deeds

The Problem With Beneficiary Deeds About 20 years ago, Colorado began recognizing transfer-on-death deeds for real estate. At the time, I was one of their biggest supporters. Today, I still use beneficiary deeds—but much more cautiously. Here’s why. A beneficiary deed is simply a transfer-on-death deed for real estate. The deed must be properly recorded […]

/0 Comments/by
, ,

Estate Planning and Beneficiary Designations

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.

/by