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  4. Do you advise that I create Deeds Upon Death?

Do you advise that I create Deeds Upon Death?

Our firm does not advise clients to prepare Deed Upon Death (for transferring real estate).

Deeds upon Death are a relatively new and untested mechanism for conveying property, and there simply hasn’t been sufficient case law and tax rulings on point to properly understand all implications. As such, we do not recommend this option at this time, and would instead advise you to transfer property through a Living Trust, which has been a common practice for decades.

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"You will not be disappointed" John M.R. - Harrison, NY
"You will not be disappointed"
John M.R. - Harrison, NY