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estate plan Archives - Greenwald and Gerke Real Estate



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In Blog

By Ron Greenwald

An Interview with Merrianne Dean, The Dean Law Group, APLC….

On 13, Apr 2017 | No Comments | In Blog | By Ron Greenwald

You have worked hard to build assets and financial support for your retirement.  It  is vitally important that you work with a team of professionals that specialize in the ways to protect  your financial and personal wishes.

Merrianne E. Dean, Principal of The Dean Law Group, APLC, located in San Diego, CA. is that person.  By having years of cross training in being an estate and trust litigator while preparing estate plans, Merrianne has seen and heard all the war stories.  Merrianne will support you in order to stay in control of your future.  She talked to us about a few things that should be done to prepare for life’s events…

What’s Ahead for Your Family?

The future is now, tomorrow, one year from now, and beyond.   You need to  take action right now to prepare for those  future events that will happen when you least expect them to occur. Consider your current home and how it will work if you need to have an in-home caregiver later in life. Look at your finances and how they will support the retirement lifestyle that you desire.

Many individuals do not take time to understand the cost of what will be and what are the options available.   Do you want to leave your dreams and desires to total chance?  It is beneficial to work with an estate planner who will offer advice about how a comprehensive plan can keep you in charge and protected.

Don’t Fail to Plan!

Those that fail to plan, leave their loved ones to fight it out in court. For example, if an individual didn’t put together an estate plan, then it is possible that the court proceedings might be necessary to establish a conservatorship. This process is in full view of the court and is made public for all to view.  Conservatorship grants legal authority to a person who can take care of someone who has lost the ability to care for themselves. This legal authority can include the authority to pay the bills, handle decisions about the estate, and make medical decisions.

A preferred solution is to setup an effective estate plan so that these legal proceedings are not necessary. If you don’t plan for the future and the family needs to establish a conservatorship, then they will  accrue thousands of dollars in litigation costs . Family members often have differing opinions about how things should be handled, which results in years of legal fees and acrimony.

The best way to avoid these problems is to work with an estate planner. You can put together a plan that handles the details in advance. If you need support for real estate transactions or moving to a new home, then our team at Greenwald &Gerke Realtors. Call us for more information: (844) 782-9674

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In Blog

By Ron Greenwald

Why an Attorney Should Write Your Estate Plan

On 07, Jul 2016 | No Comments | In Blog | By Ron Greenwald

It is estimated that over 55% of the adult population in the United States don’t have an active estate plan or will in place. Do you fall into the crowd of people who have not planned for the future? Whether you need to put together an estate plan for the first time, or you think it’s time to update an old will, it is essential that you talk with an attorney for help with the paperwork.

Preparing for the Future

As you are making your plans, you will be facing a variety of decisions that will impact your future. These decisions need to be made with care, to ensure that you are financially prepared for retirement. Also, it is important to consider how the estate will be distributed to the family.

An estate plan allows you to document your desires, to ensure that your plans are followed over the years. This plan can reduce disagreements among family members, which is helpful to maintain the family peace during stressful times. When a person becomes ill or passes away without a plan, it is common for family members to have a conflict regarding the ways the estate should be handled. These issues are easy to avoid with a little bit of planning in advance.

Talking with a Professional

Writing a few notes on a scrap of paper isn’t enough to properly lay out your plans for the future. There are many advantages to talking with a professional. An attorney will be able to offer advice about how the estate should be handled to reduce tax liability and distribute the assets according to your desires. Additionally, you will have the peace of mind to know that the documents are legally binding.

When you hire an attorney to help with your estate plan, you should also consider the benefits of the services from a real estate professional. At Greenwald & Gerke Realtors, we specialize in real estate services that can be catered to match your estate plan. For more information about options that are available for your real estate property, we invite you to contact us right away: (844) 782-9674

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