Managing Debt after Death can be a Challenge for Heirs
First, debts in a person’s estate are payable from the decedent’s assets in the course of administering their probate estate or administering their living trust estate.
May 24, 2023
Adding Children to Joint Account can have Unintended Consequences
Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
May 2, 2023
TODs can Derail an Estate Plan if not Coordinated
A primary benefit of using TOD/POD designations is that assets held in the account will pass automatically to the beneficiary without having to go through probate.
April 11, 2023
Steps to Ensure a Smooth Probate
The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money.
December 7, 2022
Ways to Minimize Your Probate Estate
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
September 19, 2022
Estate Planning is critical for Blended Families
Traditional, very simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
September 13, 2022
The Risks of Creating Your Own Estate Plan
Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.
September 7, 2022
Several Ways to Avoid Probate
There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.
April 19, 2022
Estate Planning complicated by Property in Two States
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
April 12, 2022
What Assets are in an Estate?
This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
January 24, 2022