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Apr 13, 2026
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How Business Owners and Execs Can Stay Connected With Staff
Apr 13, 2026
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Cost Management: A Budget’s Best Friend
Apr 13, 2026
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New Law Helps Businesses Make Their Employees’ Retirement Secure
Apr 13, 2026
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New Law Provides a Variety of Tax Breaks to Businesses and Employers
Apr 13, 2026
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Article
Yes, SEO Is Also Important for Nonprofits!
Apr 13, 2026
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5 Ways to Strengthen Your Business for the New Year
Apr 13, 2026
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Wayfair Revisited — It’s Time to Review Your Sales Tax Obligations
Apr 13, 2026
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Risk assessment: A critical part of the audit process
Apr 13, 2026
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How many directors does your nonprofit’s board need?
Apr 13, 2026
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FAQs about prepaid expenses
Apr 13, 2026
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Don’t be afraid of probate
UJ
using joint ownership with rights of survivorship, you acquire the property with another party, such as your spouse. The property then automatically passes to the surviving joint tenant on the death of the deceased joint tenant. This form of ownership typically is used when a married couple buys a home or other real estate. Similarly, with a tenancy by entirety, which is limited to married couples, the property goes to the surviving spouse without being probated. A revocable living trust is often used to avoid probate and protect privacy. The assets transferred to the trust, managed by a trustee, pass to the designated beneficiaries on your death. Thus, you may coordinate your will with a living trust, providing a quick transfer of wealth for some assets. You can act as the trustee and retain control over these assets during your lifetime. Achieving all estate planning goals When it comes to probate planning, discuss your options with family members to develop the best approach for your personal situation. Also, bear in mind that avoiding probate should be only one goal of your estate plan. We can help you develop a strategy that minimizes probate while reducing taxes and achieving your other goals.
Apr 13, 2026
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2 valuable year-end tax-saving tools for your business
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