HomeTag Transfer On Death

Transfer on Death Instruments: When Are They the Right Choice?

A homeowner may have every intention of selling a property, only to have health or other circumstances change before the transaction is completed. That possibility becomes especially important for older homeowners. If the owner dies before the sale and the property is still titled in that person’s name, determining who has authority to complete the...

When Health Changes, Your Real Estate Plan Should Too

Selling a longtime home happens alongside other major life changes.  An older homeowner may be downsizing, moving closer to adult children, transitioning to assisted living, or leaving a home that has become difficult to maintain. Health can also change unexpectedly in the middle of that process. When it does, questions about who can sign documents,...

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