Peter offers his SMARTWills services to ease the planning process for businesses and individuals, helping them reduce taxes on assets and protect the money they have worked so hard to earn. The name builds on the goal-setting SMART approach that stands for Specific, Measurable, Attainable, Realistic, and Timely goals.

In this podcast, we will cover what are the differences in homeownership titles and how they can impact Probate Planning.

Peter takes a deep dive into Joint Tenancy and Tenancy in Common.  The goal is to help you understand the differences and to make sure you are protected financially and from the taxman.