» Probate

Roses in cemetery with people in the background. Funeral in cemetery; White roses in cemetery. Prayer at the tomb. Funeral ceremony. White roses at funeral near the grave.

Celebrate Your Life Your Way: How to Make Funerals and Memorials Meaningful

Many people have a childhood memory of somebody close to them passing away. Whether the deceased was a parent or grandparent, an aunt or uncle, or a family friend, it may have been their first real encounter facing grief or attending a funeral. That… Read More
Deed To A House to use for joint owners as JTWROS

Caution: Using a Do-it-Yourself Deed to Avoid Probate Can Lead to Costly Unintended Consequences

One goal of estate planning is to ensure that your assets, including your home, pass to your chosen beneficiaries quickly and with minimal expense. In real estate, a common strategy to avoid probate (the court process of validating a will and distrib… Read More
foster children hugging guardian and holding teddy bears

Foster Children in an Estate Plan

A foster child may come into your life through the court system, an agency, or your own extended family. However it begins, the relationship can grow into something deeply personal, with the unshakable feeling that this child is yours. However, the l… Read More
Photo of two fingers of a loving couple as unmarried partners

Committed, Protected, Prepared: Estate Planning Tips for Unmarried Couples

More couples than ever are building deep, lasting relationships without ever walking down the aisle and staying as an unmarried couple. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitme… Read More
Joint Tenancy Agreement being signed

Parental Warning: If You Own Your Property This Way, You May Accidentally Disinherit Your Own Children

Do you own your home, other property, or a financial account with someone else, such as a spouse or an adult child? If so, you might be surprised to learn that a common way of owning property could cause problems for your loved ones in the future. Jo… Read More
person holdnig a model of a house in one hand and a set of keys with a house keychain in the other

If I Leave Someone My Home, What Do They Really Get?

Your home is likely one of the most valuable assets you own, if not the most valuable. Calling it an asset can sound cold. A home is far more than an assortment of materials and possessions. It is also a place to live, gather, create life stories, an… Read More
Important vector stamp

How to Help Your Loved Ones Avoid Probate (Spoiler: Fund Your Trust!)

Today, many people use a revocable living trust instead of a will, joint ownership, or beneficiary designation as the foundation of their estate plan. When properly prepared, a trust avoids the sometimes costly, always public, and often time-consumin… Read More
checklist for what to do after a loved one passes away

What to Do After a Loved One Dies

If you have been named the person responsible for settling a deceased loved one’s affairs, commonly called an executor or personal representative (if your loved one had no estate plan or had a will) or a successor trustee (if they had a trust), you… Read More
Categories: Probate
Urban traffic congestion sign saying Expect Delays demonstrating probate delays

Probate Delays: Five Reasons Your Probate Might Be Taking So Long

After a loved one dies, their money and property that goes through probate must be distributed to the people legally entitled to it, either according to a last will and testament (also called a will) or the state’s default distribution scheme (foun… Read More
Concept of avoiding probate cost piggy bank with money isolated on white

Three Simple Ways to Avoid Probate Costs

The bad news: When a person dies owning property in their sole name without a beneficiary, their loved ones will likely have to go through a court-involved process called probate to transfer the property out of the deceased person’s name and into t… Read More