If you do not get these basic estate planning documents signed; you could be creating some significant issues for your family. We talk about it often because it’s so important. Get these in place and be at peace: Last Will and Testament Statutory Power of Attorney...
Let’s say you own valuable home but do not have many other assets. You may be able to avoid probate if you did not own the home and if you take care of your bank accounts by listing your kids as the POD (Payable On Death) beneficiaries. Question – Can you...
It can be overwhelming when a loved one passes away. Then, throw in a probate and it can feel worse but it doesn’t have to be. Here is the simplified overview of what to expect from a probate: File the Will and an Application for Probate. Appoint an Executor. Notify...
A person appears to have two choices for what happens to their Facebook account upon death: Have the account permanently deleted; or Appoint a “legacy contact” to look after a memorialized account. No one can log into a memorialized account if there is no legacy...
Don’t leave your family in a mess – digitally speaking. This is a new development and ongoing conversation in the estate planning world but here are a few things we would enjoy speaking with you about as far as your estate plan is concerned: Identifying and addressing...
We were talking about the difference between these two things: Probate Asset VS Non-Probate Asset It’s time for non-probate assets. Non-Probate assets examples: Life insurance policies with designated beneficiaries. Retirement accounts with designated beneficiaries....
