Financial Exploitation and Estate Administration

So, from time to time I have some people who come into my office where someone is infirmed or recently passed and a loved one comes in and says, “I think this person was financially exploited.” Many times, they are legitimate. After investigation, we find that the...

Your Loved One Has Died. What Do You Do Next?

So, someone has died. What do we do next? Well, we don’t start giving away their stuff and that is what people intuitively start doing. They say, “I’m the son, I’m the daughter, I’m the beneficiary named in the will. Here’s the will, let’s start handing out stuff.”...

Chris Wilms Talks About Storing Important Estate Documents

So, a lot of people ask me after we complete an estate plan, what should I do with all these documents? How do I keep them safe and make sure my wishes are actually followed? We spent so much time putting them together, how do I make sure people actually listen to...