Tag: Asset titling

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Estate Planning Checklist Titling of Assets Trust & Estate Planning

Implementation: The Overlooked Step in Estate Planning

When it comes to estate planning, many people focus on creating a will and revocable trust. While these are undoubtedly essential documents, they are not the only ones you need to protect your assets. Another critical factor in estate planning is implementation - making sure all of your estate documents are signed and that all […]

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Trust & Estate Planning

What is a “Lady Bird” or “TOD” Deed Transfer for Real Estate?

The "enhanced life estate deed," often referred to as a Lady Bird deed, and is permitted only in several states. The unique qualities of a Lady Bird deed can be better understood following a traditional life estate. When using a traditional life estate deed, the owner of the property (the grantor) reserves the right to […]

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39 Wealth Management Issues Titling of Assets Trust & Estate Planning

Asset Titling Issues

General  An asset is generally transferred by four methods: according to your Will, by beneficiary designation, or based on an agreement or state law. The title of an asset is as of upmost importance in determining who will inherit that asset as the terms of your Will or other estate planning documents. If asset titling […]

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