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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 [...]

How does an estate administration factor in when you are working with real estate? The answer to this question differs based on whether or not there is a will and whether that will has a power to [...]

You may need to think about doing a clean up for your estate planning documents. What do I mean by that? Go find your estate planning documents. Do you have the originals? If not, you should [...]

The executor’s responsibilities, at a basic level, include the following: 

There are a lot of offers out there to make online wills. I have even seen a few that come up on social media platforms. The thing about online wills is that the person making them doesn’t [...]

Sometimes estate administrators fall victim to problems they didn’t even know about. Here’s a common one… After one spouse dies, the surviving spouse goes to sell a piece of real estate that they [...]