Legal Guide
Does a Family Loan Need to Be Notarized? No, But 3 Situations Change That
Does a family loan need to be notarized? No, in most cases, but three situations make it worth the trip. Here is when and why.
Jul 31, 2026Read
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Blog
Insights, guides, and updates to help you navigate loans and agreements.
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Estate Planning
Family Loan and the Medicaid Look-Back Period: The 3-Part Test That Keeps It From Becoming a Gift
Lending money to your kids before you might need nursing home Medicaid? Here's the federal 3-part test that keeps a family loan from counting as a gift.
Jul 17, 2026Read
Legal Guide
Family Loan or Gift in a Divorce? How Courts Decide (And the Paper Trail That Wins)
Was that $30,000 from your parents a loan or a gift? Here's how divorce courts decide, the evidence that wins, and how to document loans now.
Jul 10, 2026Read
Estate Planning
What Happens to a Family Loan When the Lender Dies? 3 Paths Executors Use
What happens to a family loan when the lender dies? See the 3 paths executors use, the tax rules for forgiveness, and how to avoid a sibling dispute.
Jul 6, 2026Read