If you’re thinking about having your estate plan done, one term you will hear over and over again when you talk to professionals about it is “probate”. What is probate? Your estate must go through the probate process if you have certain types of assets. Other assets are not required to go through the probate […]
Designating a Guardian for Your Children
Today we want to share some practical considerations with you–things you should consider before naming one or more people to serve as guardians for your children. The intent is to encourage you to engage in proactive planning, and also to take some pressure off of you. The latter comes from realizing that until you actually […]
6 Estate Planning Questions You Should Ask Yourself Every Year
If you have not revisited your estate plan this year, ask yourself these 6 questions: 1. Should your estate plan be changed to reflect any new laws, new assets, or changes in your life? 2. Are your assets being tracked so that if anything happens to you, your family knows exactly how to access everything […]
Give the Gift of Estate Planning
Now is the time to give the gift of estate planning to those you love. This is a gift that will last a lifetime and beyond – and one your family will thank you for! It’s my mission to make sure your family makes the very best legal and financial decisions and is protected for […]
Probate & Trust Administration – What to Do First
Have you been named the executor of someone’s estate or the Trustee of a Trust? This is a very important role and the appointment reflects their trust and faith in you to follow their wishes. There are a number of details and important deadlines. Immediately following the death of the estate owner or trust grantor, executors/trustees should: Secure tangible […]