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Financial Planning / Tax Strategies


Subject:  Re: transfer of house title Date:  10/7/2013  2:26 PM
Author:  foo1bar Number:  119273 of 127753

Well, at least she's going to see a lawyer, which is a start.
And hopefully she is asking the lawyer for advice on how to minimize the taxes. Not just telling the lawyer "I need you to help me transfer this property."

FWIW, I would hope that one or both daughters go to the lawyer's office with her. And ask questions about the things brought up here... Not all lawyers know about estate planning (nor should all of them need to - and hopefully if they know it's estate planning they'll send you to someone who *does* know the topic)
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