How you take title to your property crucial in the estate planning process. It is important to understand the process as title will determine the parties’ legal rights. These legal rights involve matters such as ownership, real property taxes, gift and inheritance taxes, income tax and most importantly, transferability upon death.
In this video, JEFFREY BURR attorneys, Corey Schmutz and Rebecca Haines, discuss different methods of taking title, the benefits of each, and the potential situations that would lead a person to take title in the manner that would suit them best. Learn about:
If you have questions about taking title and need to know the best tactics for yourself or your clients, contact JEFFREY BURR by clicking the button below.
We are so happy with the experience with the team at Jeffrey Burr's firm. We were treated very professionally and the process was so quick and painless. If you are putting off creating a Trust and putting your life in order, don't hesitate to call this firm. Our sincere appreciation for your service.
Expedited this because I had an impending surgery…thanks! Derek explained everything very clearly. He was very patient and listened to all my concerns.
Timely responses to all of my questions. Knowledgeable and professional.
Service was wonderful by all employees. You can tell they care about the person in front of them.
The ease and convenience. Derek was excellent at explaining the details of our trust and the process.
Mr. Hunsaker was very knowledgeable. He listened to our request and was very good in his explanations.
Attentiveness, flexible meeting times, promptness.
Everyone was professional, friendly and helped us get our Will and Trust updated just as we needed.
Very professional, flexible scheduling, thorough, responded immediately to inquiries, excellent price for services rendered.
Extremely keen knowledge of probate and trust administration.
Rebecca Haines was very professional. We both felt our experience with her was in both of our interests.
Very professional manner in dealing with me. Thorough. Competent. They listened to my input and followed my wishes. Suggested excellent improvements to my previous Washington State will.
Friendly, courteous, helpful in answering questions and most importantly, trustworthy. Mr. Hatch and his paralegal are the nicest people I have ever dealt with. I would recommend them to anyone I know.
They were able to resolve my issue with the IRS completely that I had attempted to do many times prior.
"Very professional on preparing my trust"
"Not feeling rushed. Derek did a great job clearly explaining everything asked of him."
"Helpful and made it easy, very caring about our needs and wants."
"5-star rating in my book. I could never have done it without your office staff."
"Professional staff, listened to requests, answered ALL questions, made sure I understood."
"Handled with the best ease under the circumstances. Very compassionate, however, straightforward, thorough handling of paperwork."
"The staff at Jeffrey Burr were exceptional. They were outstanding and compassionate. I would recommend the firm to others. Thank you for all your help."
"Everybody was friendly and explained things in simple terms."
"I had the feeling that my family and my wishes were important. I'm so happy to know everything is taken care of."
"Revised documents as necessary and was thorough in explaining."
"So nice, yet professional—we are so pleased with your staff and service. Thank you."
"Very competent, friendly, Ms. Haines even stopped by my condo to notarize a statement for Bank of America, saving me a long drive to your office."
"Early on discussion of what to expect. All questions immediately addressed as well as genuine care for my situation."