08/24/2026
When counseling clients about estate planning, my primary objective is to help them maintain control of their estate. This includes helping clients ensure that, on their passing, their assets go to those they want to receive them. This result does not happen automatically.
Take the example of a man with children from a prior relationship who purchases a home with his girlfriend. Both his name and his girlfriend’s name are on the deed to the home and on the loan. When he dies, what will he have to pass on and to whom?
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