0 By Christopher Greene In Learning CenterPosted August 1, 2023Streamline Your Estate PlanIf there is a basic tip for clients it’s to streamline your estate plan. To often clients [...] READ MORE
0 By Christopher Greene In Learning CenterPosted July 5, 2023Can I DIY my estate plan?Could you create your estate plan yourself? DIY? Sure. You could do that. But it’s not [...] READ MORE
0 By Christopher Greene In Learning CenterPosted June 2, 2023What about the vacation home?If there’s one asset in an estate that has a lot of sentimental attachment, it’s [...] READ MORE
0 By Christopher Greene In Learning CenterPosted May 4, 2023Avoid ProbateIf your sole goal is to avoid probate in your estate plan, I might tell you to be careful what [...] READ MORE
0 By Christopher Greene In Learning CenterPosted April 6, 2023Beginning ProbateThere are a few things to consider before beginning probate. You want to gather as much [...] READ MORE
0 By Christopher Greene In Learning CenterPosted March 6, 2023Working With Real EstateHow does an estate administration factor in when you are working with real estate? The answer [...] READ MORE
0 By Christopher Greene In Learning CenterPosted February 6, 2023Cleaning Up Estate PlanningYou may need to think about doing a clean up for your estate planning documents. What do I mean [...] READ MORE
0 By Christopher Greene In Learning CenterPosted January 6, 2023What are the executor’s responsibilities?The executor’s responsibilities, at a basic level, include the following: READ MORE
0 By Christopher Greene In Learning CenterPosted December 9, 2022Online Wills…What’s the problem?There are a lot of offers out there to make online wills. I have even seen a few that come up [...] READ MORE
0 By Christopher Greene In Learning CenterPosted November 3, 2022Issues the Executor Didn’t Know AboutSometimes estate administrators fall victim to problems they didn’t even know about. Here’s a [...] READ MORE
