Using an Unrecorded Pocket Deed to Avoid Probate

By: Jeramie Fortenberry; Filed Under: Probate

Using an unrecorded pocket deed to avoid probate is almost always a bad idea. There are always better alternatives, such as a Lady Bird deed, living trust, our recorded conveyance.

How to Get Appreciated Real Estate Out of C Corporations

By: Jeramie Fortenberry; Filed Under: Tax Planning

When it comes to getting appreciated real estate out of a C corporation, there are no quick and easy solutions. But the tax problem usually gets worse if it is not addressed. The best time to deal with the issue is usually ten years ago; the second best time is now.

The Estate Plans of George Washington and Abraham Lincoln

By: Jeramie Fortenberry; Filed Under: Estate Planning

Today being President’s Day, I thought it may be fun to take a look at the estate plans of two of our most famous presidents: George Washington and Abraham Lincoln.

2013 Estate Tax Rates

By: Jeramie Fortenberry; Filed Under: Tax Planning

The American Taxpayer Relief Act of 2012 raised the maximum Federal estate tax rate from 35 percent to 40 percent. Here’s are the new permanent estate rates for 2013 and beyond.

Rights of Stepchildren to Assets of a Deceased Parent in Probate

By: Jeramie Fortenberry; Filed Under: Probate

Dad dies. Stepchildren claim that stepmother is taking dad’s assets and not communicating with them. Stepmother claims that all of the marital assets passed to her as surviving spouse and the children are just bugging her. There’s conflict and confusion. Each side accuses the other of greed and ill will. Neither side understands its rights. Who gets what? Here’s a step by step guide.

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