» Probate

One of the main reasons that a person creates a revocable living trust (a trust established during a person’s lifetime that they can amend or revoke) instead of relying on a will to transfer their money and property to their beneficiaries is to avo… Read More

About two out of three Americans will die without a will. This is known as dying intestate. While the reasons for not having a will vary, the end result is the same for everyone: they do not get to choose who receives their property when they die. In… Read More

Musician Aaron Carter, a former child pop star and younger brother of Backstreet Boys singer Nick Carter, died last November at the age of thirty-four. Aaron’s untimely passing is one of the more tragic celebrity deaths of 2022. It is also one of t… Read More

A will (which should be accompanied by other important documents such as healthcare and financial powers of attorney, as well as an advance healthcare directive) is a foundational estate planning document. However, according to Gallup, only 46 percen… Read More

In estate planning circles, the word probate often carries a negative connotation. Indeed, for many people—especially those with valuable accounts and property—financial planners and others recommend trying to keep accounts and property out of pr… Read More

While it is an honor to be named as a trusted decision maker, also known as an executor or personal representative, it can often be a sobering and daunting responsibility. Being an executor requires a high level of organization, foresight, and attent… Read More

Ideally, when someone passes away, the paperwork and material concerns associated with the deceased’s passing are so seamlessly handled (thanks to excellent preparation) that they fade into the background, allowing the family and other loved ones t… Read More

When you pass away, your family may need to sign certain documents as part of a probate process in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in your nam… Read More