EP20 - Black Swans

EP20 - Black Swans

Ever notice how clients with delicate trust or estate matters fail to tell the truth (or the whole truth)?

EP19 - Cascading Estates

When multiple generations of deceased owners interests have never been transferred, each interest MAY need to be probated and flow through to current heirs or beneficiaries.

EP18 - Fractional Interests

This is an introduction to the way we look at Fractional Ownership Interests and Solutions for those who receive no current benefits.

EP17 - Property With DUST

A quick way to evaluate a property, even before your client’s own issues have been examined.

EP15 - 8 Properties, No Trustee

Despite a pending property tax auction, these eight beach city properties had no living successor trustee or way to save them from loss, until...