[Episode 2] What Is Probate and Can It Be Avoided?

[Episode 2] What Is Probate and Can It Be Avoided?

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...
Perils of an Outdated Estate Plan (Part 2)

Perils of an Outdated Estate Plan (Part 2)

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are a few more examples of the pitfalls I have seen my clients experience over the last 15 years of practice due to an outdated estate plan.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...
Perils of an Outdated Estate Plan (Part 1)

Perils of an Outdated Estate Plan (Part 1)

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Below are a few examples of the pitfalls I have seen my clients experience over the last 15 years of practice due to an outdated estate plan.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...