George called my office this afternoon.  His sister, Billie had been appointed as the Personal Representative of his mother’s estate a week ago.  According to him Mom had a “simple will” leaving everything to her three children equally.  He found out by word of mouth that Mom had “put Betty’s name on the title” (Betty…

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Major life events, such a divorces, deaths, and marriages are always hectic, and they always leave lots of details to be handled.  One detail that should not be overlooked is dealing with titles to real estate.  After such an event it is important to review with an attorney the most current deeds to all real…

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The wording on Real Estate Deeds is critical.  This is true whether you are using a trust based plan or otherwise.  Our most recent case in this office involved a situation where single Mom bought a new home.  She elected to title the home as Mom and Daughter.  When Mom died a few weeks ago Daughter assumed,…

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