Nov 25, 2025 | Insights
What Happens to Accounts and Property Left Out of Your Trust? For many people, avoiding a conservatorship or guardianship during their lifetime and probate at their death are the main reasons they set up a revocable living trust. You may believe that once you sign...
Nov 11, 2025 | Insights
Yes, everyone needs a will, a trust, or both. These important tools ensure that your legacy will be carried out according to your wishes and allow you to provide for loved ones after your passing. A properly prepared trust can also help avoid probate, which is a...
Sep 30, 2025 | Insights
Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because probate involves the court system, most filings become a matter of public record. That means your nosy...
Sep 9, 2025 | Insights
The bad news: When a person dies owning property in their sole name without a beneficiary, their loved ones will have to go through a court-supervised process called probate to transfer the property out of the deceased person’s name and into the name of intended...
Jul 30, 2025 | Insights
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