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Category: Estate Planning and Probate

Tenancy In Common: How Not To Own Property

Posted October 2, 2018 in Robert M. Kramer, Asset Protection, Estate Planning and Probate

Tenancy In Common: How Not To Own Property 

Copyright © 2018 by Robert M. Kramer 

Here is a typical estate scenario. Father and Mother own their $1,000,000 homestead jointly with right of survivorship.  They have three children- Sam, Stan, and Dora, all in their 50s.  Father dies and the Mother becomes the owner.  Mother dies a few years later intestate. 

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PROTECTING YOUR INHERITANCE THROUGH A DISCRETIONARY TRUST

Posted September 12, 2016 in , Estate Planning and Probate
PROTECTING YOUR INHERITANCE THROUGH A DISCRETIONARY TRUST Copyright © 2016.  Robert M. Kramer Dr. Cory, a well-respected surgeon and man about town, came from money.He carries no malpractice insurance.He has met with his asset protection attorney and has made use of the generous Florida exemptions and has 2 limited liability companies.His parents are getting older and their health is deteriorating.  At the same time, he knows that his marriage is precarious.Clearly, he knows that his expected inheritance could be lost in a lawsuit.  All that needs to happen is for his parents to leave him his inheritance outright at the wrong time.

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DIGITAL ASSETS RELIEF

Posted April 26, 2016 in , Estate Planning and Probate

DIGITAL ASSETS RELIEF

Copyright, Robert M. Kramer. 2016. 

Earlier this year, we wrote an article concerning what happens to your digital assets, such as email accounts, social network, on-line bill paying accounts, etc., if you became incapacitated or died.

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