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...
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...
Below are a few more examples of the pitfalls I have seen my clients experience over the last 15 years of practice due to an outdated estate plan. Keeping your Estate Plans up to date can save you and your loved ones time, energy and money. Naming Estate or Trust as...
Like a garden, your Estate Plan reflects the kind of care it gets. Below are a few examples of the pitfalls I have seen my clients experience over the last 15 years of practice due to an outdated estate plan. Naming a Child on Bank Account In theory, naming a child...
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