Deciding on and naming your Beneficiaries is an important part of your financial and Estate Planning. When I sit down with clients, many are surprised to learn that there are opportunities to name Beneficiaries both inside and outside of their Estate Planning. The purpose of this post is to describe…
Articles Posted in Estate Planning
Helping Your Personal Representative
A Personal Representative is an individual selected by you and identified in your Last Will and Testament. The role of a Personal Representative is to administer your estate and distribute your assets according to your wishes upon your death. It sounds easy, but often it is not. When you pass,…
Meeting with an Attorney to Probate an Estate
Losing a loved one is difficult. Grieving with your loss while trying to navigate the probate process alone is more than most people can cope with. For this reason, most people hire an attorney to help them through probate which is the collection and management of all assets; paying debts…
Why Even Young Adults Need an Estate Plan
Have you ever thought to yourself, “Do I need a will?” While we are young, all of us tend to think that we are invincible. We feel strong, healthy and full of life. Because of this, we put off the thoughts of death and Estate Planning. This is stuff only…
The Wills of Famous People Can Now Be Read by Anyone
From grade school through college, most Americans learned the about the nation’s most famous historical figures, but a vast, new trove of documents, including wills and probate records, contains information not found in most history books. These records of America’s most famous citizens are now just a mouse click away…