
Should We Add My Stepson to Our Deed?
Question: My husband and I are both listed on our condo. My husband recently had a cancer scare and would like to put his son

Question: My husband and I are both listed on our condo. My husband recently had a cancer scare and would like to put his son

Question: How can someone, with a house, a rental house and investments altogether worth $4 million, plan for both a stepped-up in basis and the

Question: I’m 65, collecting Social Security, own a condo, and own a building in which I operate a restaurant. The restaurant pays rent to an

Question: My father remarried after my mother died. He was in his sixties. He owned our family home and had no mortgage or liens. He

Question: I have family business interest in an LLC and an S-Corp which own commercial real estate and generate my income from rent. I would

Question: My mother is on a second marriage. What kind of trusts can you set up to protect her money from a previous marriage? Response:
Question: My father is in a second marriage and wanted to gift his money to me to protect it from the debts of his spouse

Question: My father remarried and wants to grant life estate rights to his new wife. In the event of his death, if she were to

Of course, decisions about marriage are based more on feelings of love and need for companionship and security than on legal and financial concerns. But

If you’re getting married or you’re in a committed relationship and this is not your first gig, you and your fiance or partner should consider