What Does Tenancy by the Entirety Mean in Estate Planning?

October 8, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Probate and Estate/Trust Administration

Tenancy by the entirety, commonly abbreviated as TBE, is an ownership structure for real estate that's used when the owners are a married couple. Under a TBE arrangement, each spouse owns an equal interest in the property, and the property will transfer seamlessly to the surviving spouse, in the event of one spouse's death.

How Does a Bull Market Affect My Estate Plan?

2019 was a wild year in the market, but in the end the Dow ended up 23 percent year over year. The S&P 500 went up 29 percent over the year, and the Nasdaq climbed 36 percent. In fact, the market is up about 60 percent since Donald Trump was elected President of the United States. Those are some pretty impressive gains.

Your Will Isn’t the End of Your Estate Planning

June 14, 2019
Bill O’Leary, Esq.
Estate Planning, Probate and Estate/Trust Administration

Your estate plan isn't finished just because your attorney has drawn up a will. Proper asset titling is the next step.

Common Asset Protection Mistakes in Titling Real Property

Unlike personal property, real property–such as real estate or automobiles–is titled to convey ownership.