The Bank of Mom and Dad: A Guide to Intra-Family Loans

Diana Ringuette / July 27, 2015
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We’ve all heard jokes about taking a loan from the Bank of Mom and Dad. What you might not know is that intra-family loans can be a great way to transfer significant wealth and avoid gift (or estate) tax liability. While an intra-family loan requires some upfront structuring and down-the-road diligence, the benefits are real. […]

What Happens If I Die Without A Will?

Diana Ringuette / April 26, 2011
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There are many misconceptions about who needs a Will and what happens if you die without one. If you die without a Will, the legal term is that you die “intestate,” meaning that you didn’t have a will drafted before you died or your will does not meet the requirements of your state’s laws.  For example, […]