I have practiced law for over 15 years, first working at a medium-sized firm in San Francisco handling civil litigation, and then moving into estate planning, small business and contract law since 2010. I value people, the planet, and prosperity that does not adversely affect the former.
Giving a loved one the right to occupy a piece of real estate after you have passed away is a great way to provide for them without giving them complete ownership of the property. Below is a checklist that covers some important questions you need to answer about what your beneficiary can do and what your beneficiary will be responsible for. Available for download below.