Probate–The dreaded word in estate planning, and for a good reason. Probate is the legal process that oversees the distribution of your assets after you pass away. The court ensures your will is valid (if you have one), pays off any debts, and distributes what...
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Below are a few examples of the pitfalls I have seen my clients experience over the last 15 years of practice due to an outdated estate plan.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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