Probate is a legal process that will enter the picture when assets are being transferred through the terms of a will. It takes place under the supervision of a court, and an intestate estate would also be subject to probate. There are some things that you should know about the probate process before you make […]
Estate Planning
Is a Transfer on Death Account Subject to Probate?
We are going to look at the estate administration implications of a transfer on death account in this post. But before we get there, we’ll provide some background information so you can see the entire picture. The Probate Process The simple will is the most commonly used estate planning document. If you use a will […]
Have You Considered Senior Long-Term Care Costs?
When you are thinking about your retirement years and the legacy that you will be able to pass along to your loved ones, have you considered the impact of long-term care costs? Clearly, this is unpleasant territory, but it really should be addressed with clear eyes. Sobering Statistic It can be hard to imagine a […]
Steer Clear of These Inheritance Planning Traps
You can often learn valuable lessons when you witness the mistakes that others have made. As an inheritance planning firm, we have certainly seen our share of them as you might imagine. In this post, we will take a look at some of these errors so that you do not fall into the same traps. […]
Why Simple Estate Planning Solutions Fall Short
In the world of estate planning, the allure of simple, quick-fix solutions is undeniable. However, these seemingly straightforward approaches often mask a myriad of pitfalls. This blog will unravel the complexities behind so-called simple estate planning solutions and highlight the irreplaceable value of professional legal guidance. Understanding the Limitations of DIY Estate Planning Do-it-yourself (DIY) […]
Estate Planning: Is It Really Necessary?
A lot of people do not address estate planning because they assume that there is really not much to do. They think that the state takes care of everything if you die without a will, but they intend to draw up a simple will at some point when they are elders. This is a shortsighted […]
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