Why Should I Have an Estate Plan? In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Of course, in our firm, every week is Estate Planning Awareness Week! According...Read More
What Is Probate? When I first started at the law firm over 2 years ago, I was coming from a role in local government. I didn’t understand the ins and outs of Probate. I knew it involved the legal system...Read More
Probate in Other States With our mobile society, it is not unusual for someone to pass away and have assets across state lines. This is more common post Covid and among middle income families. This can be confusing for the family members and person entrusted with managing a person’s estate, but thankfully the different states’...Read More
A Very Effective, (But Overlooked), Estate Planning Tool: The Personal Property Memorandum One of the greatest sources of friction, hurt feelings and outright fighting among heirs, is over personal items when someone dies. Sometimes items go “missing” shortly after a death, different people swear on their life about what the deceased person said they...Read More
Trusts vs. Wills – Is a Trust or a Will Better? Regularly, we have new clients come into our office stating they want a trust, because someone told them that is the best choice. Is a trust...Read More
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