Inheriting A Home–and The Mortgage
When a home with an outstanding mortgage is gifted as part of an estate plan, the debt does not just evaporate upon the death of the owner. Even so, family homes are often the…
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K-12 School Construction Trends
Although there have been enrollment dips, and birth rates are down, the impetus to create state of the art, and healthy school buildings for the next generation remains strong. Billions of dollars are committed…
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Good News+Bad News=More Work Ahead
The American Society of Civil Engineers reports that the $550 billion allocated in the Infrastructure Investment and Jobs Act (IIJA) is preventing our infrastructure from deteriorating. However, without sustained funding efforts at the national,…
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Joint Accounts and Probate?
Adding adult children to accounts (aka “joint tenancy”) is one way to allow assets to pass on to them expediently, without going through the public process of probate, upon your death. Joint tenancy is…
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Why Are Revocable Trusts So Handy?
Revocable trusts are the most common type of trust. Setting up a revocable trust is relatively easy, allows for flexibility and helps with a number of estate planning goals. Part of the appeal, as…
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Getting Help: Estate, Probate and Trust Administration
Expert legal help is a good idea during estate planning, while navigating probate as a personal representative, or when serving as a trustee. Here are examples of the legal processes attorneys can guide you…
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Should The Executor of a Will Use Discretion?
Just as the title expresses, the role of executor is to carry out the intentions of the testator (aka person creating a will), so generally, executors do not volunteer their own discretion while fulfilling…
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You’re Hired! Oops…
Given the investment involved in finding, onboarding and retaining excellent employees, “one and done” interviews (“OK, start tomorrow”) are not the way to go, even if you are desperate and the candidate seems terrific….
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Scathing Email?
What now? How dare they! All business leaders have the experience of unexpectedly getting slammed with an unexpectedly critical, and even nasty, email. What to do? Take a breath, walk away, and think carefully…
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