Mar 16, 2021 | Insights
If a loved one has recently died or become mentally incapacitated, finding the person’s estate planning documents is essential. The estate planning process and associated documents are critical to making decisions on the loved one’s behalf, gaining access to accounts,...
Mar 9, 2021 | Insights
Most people understand that having some sort of an estate plan is a good thing. However, many of us do not take the first steps to get that estate plan in place because we do not understand the nuances between a will and trust. If you have created a trust, you have...
Mar 2, 2021 | Insights
What happens if you die with a will in place?? Most people understand that having some sort of an estate plan is a good thing. But don’t understand how the estate planning document selected works? If you die with a valid will, your accounts and property will...
Feb 23, 2021 | Insights
Most people understand that having some sort of an estate plan is a good thing. However, many of us do not take the first steps to get that estate plan in place because we do not understand the nuances between a will and trust – and dying without either. Here is what...
Feb 16, 2021 | Insights
Simple Ways to Avoid Probate The bad news: When a deceased person’s estate (all of their money and property) has to go through probate (the court-supervised process of distributing a deceased person’s money and property), it can be subject to a variety of costs...
Feb 9, 2021 | Insights
We collect stuff throughout our lives. This “stuff” is known as our personal property. Some items are valuable, like jewelry, baseball cards, and works of art. Other items are sentimental, like grandma’s tea set, old christmas ornaments, and photographs. Regardless of...
