by caresslaw | Mar 22, 2023 | Estate Planning, Probate & Trust Administration, Trusts
If you have recently lost a loved one, you may be asking yourself what comes next. One of the first steps in settling an estate is going through probate—the legal process by which a deceased person’s assets are distributed to their beneficiaries. However, it is...
by caresslaw | Mar 14, 2023 | Estate Planning, Trusts
If you have a 401k or an IRA retirement plan, it can seem like the rules governing these accounts are always changing. And with the most recent piece of legislation, the SECURE (Setting Every Community Up for Retirement Enhancement) 2.0 Act, another set of rule...
![[Episode 3] The Effect of Account Titling and Beneficiary Designations in Your Estate Plan](https://caresslaw.estate/wp-content/uploads/2022/05/CL-The-Effect-of-Account-Titling-and-Beneficiary-Designations-in-Your-Estate-Plan-1-1-1080x675.jpg)
by caresslaw | May 5, 2022 | Podcast
Many people make a will and think they have ensured their loved ones will inherit their assets at death. In this episode we will go over title of assets, and the effect it has on how assets pass at death. You will be surprised at the results! Podcast Disclaimer: By...
![[Episode 2] What Is Probate and Can It Be Avoided?](https://caresslaw.estate/wp-content/uploads/2022/04/probate-avoidance-podcast-1080x675.jpeg)
by caresslaw | Apr 21, 2022 | Podcast
When a loved one passes away, their assets may need to go through a legal procedure called probate in which a court will determine how those assets are to be distributed. In this episode, you’ll learn more about probate and how to protect your loved ones from having...
