Free Estate Information Guide
Keep track of your estate assets for future generations. Get this instant downloadable PDF you can print and bind to use as a tool for your family’s legacy.
FREE ESTATE INFORMATION GUIDE
Keep track of your estate assets for future generations. Get this instant downloadable PDF you can print and bind to use as a tool for your family’s legacy. .
The Importance of Having the Original Will Document
When someone passes away and a client seeks our help in handling the final affairs of their loved one, one of the first questions we ask is whether the deceased person had a Will. So often, the answer is yes, and then the client shows us the Will. A lot of the time...
Compelling Property Held By Someone
Many families have conflicts, and when a loved one dies, that conflict can be exacerbated. When it comes time to handle the decedent’s estate, an inventory of all personal property must be taken to report to the Court. Sometimes, disgruntled family members take it...
Your Financial Advisors Should be Part of the Estate Planning Process
If you are a financial advisor, you may believe that estate planning is best handled by attorneys. While an attorney is necessary to draft legal documents, it is also beneficial for financial advisors to be part of the estate planning conversation. For any individual...
Parents: 4 Actions College Students Should Take for Estate Planning
If you are the parent of a college-bound child, these last few weeks have probably been a little hectic preparing for classes to start back. As much preparing as you have done though, you may still be concerned about your child’s safety while they are away. One thing...
Probate Issues with Filing Inventory and Annual Accounts and How to Fix Them
Estate executors are responsible for filing an estate inventory as well as annual accounts with the Court. Sometimes, it may take several attempts to get the filings approved. In cases where the filings continuously get rejected, the executor may end up being held in...
The SECURE Act Could Impact Your IRAs Taxation
In May, the United States House of Representatives passed the “Setting Every Community Up for Retirement Enhancement Act”, otherwise known as the SECURE Act, with an overwhelming majority vote of 417-3. The bill is currently in the Senate, and if the President should...
Are Beneficiaries Responsible for Debts Left by the Deceased?
The death of a loved one is never easy, not in the least, because of relentless creditors who continuously call or mail about overdue bills belong to the deceased person. When you are trying to handle the grief of losing a loved one, the last thing you want to deal...
Bank Account Beneficiary Rules for Estate Planning
It is incredibly common for people to own a bank account of some type at their death. The ways in which bank accounts are distributed or transferred after a death depends on what type of account it is. There are several different types of accounts and some may not...
How Legal Insurance Came to One Woman’s Rescue Without Costing Her Money
I wanted to share with you guys today a real-life example about how legal insurance actually helps someone get out of a difficult situation. Not too long ago, there was a lady who was administering the estate, helping probate the estate of her deceased brother, and...
How do You Lawfully Transfer the Title of a Vehicle Someone Left Behind?
It frequently happens that people die, and the only probate asset is a vehicle. Many times, people die, and they either have no other substantive assets, or their other assets pass outside of the probate process, such as through a beneficiary designation. However, it...
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