Estate Planning

You may be concerned that leaving an inheritance to some of your family members is a mistake. You’ve seen how these beneficiaries use their money, and you’re afraid that they will waste their inheritance very quickly. You may have spent decades saving up this money,...

Are you the parent or guardian of someone with a serious mental or physical disability that’s not expected to significantly improve? You want to protect their interests both while you’re able to care for them and after you’re gone.  That’s where SNTs or special needs...

It’s not uncommon for people to leave an inheritance to someone who has no need or desire to have it. Most of these things are easy enough to give away, donate, sell or just stow away in a closet. Maybe your grandmother left you her fur coats, which you find...

One aspect of estate planning that can easily be overlooked or underestimated is the importance of beneficiary designations. These seemingly mundane choices can profoundly impact the distribution of your assets after your passing.  A beneficiary designation specifies...

When a testator passes away, the executor of the estate is responsible for submitting a valid will to probate court. In most cases, the executor is then responsible for the execution of the estate. The duties of the executor can extend to contacting beneficiaries and...

In an estate plan, the testator typically makes a will. A will is a legal document that outlines how an estate is distributed and who should benefit from it. Unfortunately, a will dispute can put a halt to the deceased’s last wishes. Someone might contest a will...

Regarding legal matters, two terms often used interchangeably but possessing distinct differences are estate administration and probate administration. Understanding these differences is crucial, especially if you are currently navigating the aftermath of a loved...

In legal matters and the protection of vulnerable individuals, two terms often emerge: guardianships and conservatorships. While they may seem similar at first glance, they serve distinct purposes. Below are the differences between guardianships and conservatorships,...

Estate planning allows you to plan for incapacity and protect your loved ones when you die.  You can determine how your assets will be distributed, who will inherit your business, who will raise your kids and so on. So, why do some people avoid it? Here are three...

When a testator (someone who writes a will) dies, their named executor will take the will to probate. If the probate court approves the executor's appointment and determines the will is valid, the executor will give a copy of the will and a notice of probate of will...