Fifty Plus Advocates

By Linda T. Cammuso A new client recently told me that he has been delaying the task of updating his will since his wife passed away 15 years ago. I expected him to cite the usual factors — discomfort with thinking about death, lingering grief over his wife’s passing or even cost-sensitivity and was surprised [...]

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Clients frequently ask, “Why can’t I just put my house in my children’s names?” It seems simple — and cheap — enough: protect assets, avoid probate, all just for the price of a deed and a recording fee. But as the old saying goes, “If something seems too good to be true, it probably is.”

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