Transitional Ownership

Key Takeaways

  • Transitions in life directly affect how ownership changes.
  • Several primary forms of ownership include Sole Ownership, Joint Ownership, Tenancy in Common, Tenancy by the Entirety, Trust Ownership and Guardian of Assets.
  • It’s important to understand that ownership changes when major life events happen so that you can plan for these changes and ensure your assets go where you want them to.

2016, A Year In Review

It’s time to say goodbye to 2016 and welcome with open arms the New Year, 2017! Or if you are a little traumatized by what 2016 had to offer, perhaps just a firm handshake and a scrutinizing look towards 2017.

There are a lot of Year in Review lists out there. You’ve got your standard lists offered by all the news outlets of course, the lists of top songs, movies, TV shows, etc. There’s lists of top YouTube videos and Tweets, and yes, even cat videos. 2016 was definitely a year to remember, so we thought we’d share

Christmas Music and Scenery to Help Get In The Spirit!

There are Christmas Scrooges among us. Chances are, you’ve got one or two in your family that will be spending a few days with you this Holiday season. Don’t let them dampen what some may call your “overzealous” Christmas spirit! I mean, you can never have enough twinkly lights, am I right? Bah Humbug on that electrical bill!

To help you in your annual quest to put everyone in the Holiday spirit, we present you with

Own Your Position

Key Takeaways

  • Handling someone’s estate is something you may only do once in your lifetime and it can be a very emotional, daunting process.
  • Estate plans can be executed during someone’s life should they become incapacitated, and upon a person’s death as well.
  • It’s important to seek help from a professional when it comes to estate planning as it is a very complex area and because it can be a long process if probate is involved.