» The Family Home

family discussion

Late Life Remarriages, Family Legacies and Asset Protection

January 23rd, 2020
Posted By
Sharon McCoy
Late life remarriages can — and often do — interfere with the inheritance expectations of adult children and grandchildren. In some cases, the cause is the wish of the remarried spouse to take care of a new (and often much younger) spouse. A real… Read More
Read More
Categories: Estate Planning, For Families, Life Insurance, The Family Home
House keys with red ribbon - Gifting Your House to your Kids

Thinking of Gifting Your House to Your Kids? (Stop! Read This First!)

December 5th, 2018
Posted By
Sharon McCoy
You might be thinking that transferring ownership by gifting your house to your kids is a sound estate planning idea. Maybe your home is the place you raised your family, a place that holds all your best life’s memories. It only makes sense that yo… Read More
Read More
Categories: Estate Planning, For Families, For Financial Professionals, Tax Planning, The Family Home