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How Do I Avoid Probate?

April 25, 2022

There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.

Estate Planning

Is Estate Planning Affected by Property in Two States?

April 21, 2022

When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.

Estate Planning

How Do You Get a Power of Attorney?

April 20, 2022

To get power of attorney (POA), the person granting you that power must name you as the agent to have the powers specified in the POA document. It must be signed by the giver while s/he is sound of mind.

Estate Planning

No Will? What Happens Now Can Be a Horror Show

April 18, 2022

It's hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family's leadership role and manage the family's transition of wealth.

Estate Planning

How Do I Set Up an Estate Plan to Help Grandchild with Special Needs?

April 14, 2022

Estate planning is not a requirement. No one can force you to make your will, create a power of attorney or to own your property in a way to avoid probate. As a result, people too often let common estate planning excuses stand in their way.

Estate Planning

What are My Responsibilities if I’m Named an Executor?

April 13, 2022

If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility. While you have the option of declining the request, the person reaching out likely considers you to be responsible and detail oriented. An executor of an estate typically helps file paperwork, close accounts and distribute the assets of the deceased.

Estate Planning

7 Biggest Estate Planning Mistakes You Need to Avoid

April 11, 2022

Beyond not making a will at all, here are the biggest mistakes that estate planning attorneys see clients make.

Estate Planning

Why Is Estate Planning Review Important?

April 8, 2022

Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.

Estate Planning

Do You Need a Revocable or an Irrevocable Trust?

April 6, 2022

There are two main kinds of trusts: revocable and irrevocable.

Estate Planning

Can I Add Children’s Names to my House Deed?

April 4, 2022

It’s true that if your child is on your deed as a joint tenant on your home, your home will not have to go through probate if your child survives you. At your death, your surviving child would immediately become the sole owner of your home without probate and with minimal transfer costs.

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