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For the executor who is unprepared, banking matters can be a little overwhelming. Banks are highly regulated and there are a lot of requirements that their employees must follow. There are more [...]

The biggest challenge as an estate attorney might be maintaining trust among all of the beneficiaries through the probate administration. It’s understandable. Often, the probate [...]

There are some additional considerations when planning for unmarried couples. While there are plenty of people who consider themselves happily unmarried, the laws of inheritance might not be so [...]

Sorting It Out Later is Not An Estate Plan. Here’s what I mean by that… Recently someone came to me to divide assets between the children of a deceased parent. The parent’s [...]

You really don’t want your business in probate. It’ll just be messy. There’s really no other way to put it. There are a few reasons for this. First, the delays of a probate [...]

If there is a basic tip for clients it’s to streamline your estate plan. To often clients have so many financial assets that are spread out far and wide. When someone passes away, there is [...]

Could you create your estate plan yourself? DIY? Sure. You could do that. But it’s not the same as going to the hardware store to do some DIY plumbing. If you need to change some plumbing [...]

If there’s one asset in an estate that has a lot of sentimental attachment, it’s the family vacation home. That’s understandable. There were a lot of great memories made there. [...]

If your sole goal is to avoid probate in your estate plan, I might tell you to be careful what you wish for. Based on stories that may have been blown out of proportion, it seems like everyone [...]

There are a few things to consider before beginning probate. You want to gather as much information as possible before you start so that there are not delays later on. You will need to know the [...]