How does a disclaimer work and why might I want to disclaim property left to me?

A disclaimer is essentially a voluntary release of your legal claim to property.   The disclaimer is a very important tool for estate planning after the fact.  It can be used in many ways, particularly to avoid unnecessary tax and provide creditor protection.   Other uses include distribution of family business interests or correction of documents. When […]


What happens to money or property that should be the decedent’s but is held by someone else at the time of their death?

There are various situations where property of the decedent may be held by another party, but it is nonetheless still the decedent’s property and will pass to his or her heirs along with their other property.  This property can generally be claimed by presenting an affidavit to the property holder, who must then turn it […]