Probate

What is an executor?

Posted on: September 12th, 2018
What is an executor?...

Should I put my children's name on my bank account?

Posted on: September 5th, 2018
Should I put my children's name on my bank account?...

What is a living Probate?

Posted on: August 29th, 2018
What is a living Probate?...

Why should I avoid probate?

Posted on: August 22nd, 2018
Why should I avoid probate?...

Is probate bad?

Posted on: August 15th, 2018
Is probate bad?...

How do I avoid probate?

Posted on: July 25th, 2018
How do I avoid probate?...

Are probate attorneys and estate planning attorneys the same thing?

Posted on: June 27th, 2018
Are probate attorneys and estate planning attorneys the same thing?...

3 Celebrity Probate Disasters and Lessons to Learn from Them

Posted on: June 20th, 2018
Some of the world’s richest and most famous people have passed away without a will or a trust, while others have made mistakes that tied their fortunes and heirs up for years in court....

What is probate?

Posted on: June 13th, 2018
What is probate?...

What To Do After a Loved One Dies

Posted on: May 9th, 2018
If you've been appointed an executor of a loved one's estate or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town and (eventually) meeting with a trust administration or probate lawyer – can be quite overwhelming....

Is a Payable on Death Account Right for You and Your Family?

Posted on: May 2nd, 2018
A POD account is a type of bank account authorized by state law which allows the account owner to designate one or more beneficiaries to receive the funds left in the account when the owner dies....

Does Your Revocable Living Trust Reduce Your Estate Tax Bill?

Posted on: April 4th, 2018
Many people believe that once they set up and fund a revocable living trust, property held in the trust will avoid estate taxes after they die. ...

Does Your Revocable Living Trust Reduce Your Estate Tax Bill?

Posted on: March 28th, 2018
Many people believe that once they set up and fund a revocable living trust, property held in the trust will avoid estate taxes after they die. ...

The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

Posted on: March 28th, 2018
Your Trust allows your assets to avoid probate, minimizing the time, stress, and cost of settling your final affairs. ...

Should I Write My Own Will?

Posted on: March 14th, 2018
Legally, you have the right to draft your own documents; however, that doesn't mean you have the right to have them actually work. ...

The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

Posted on: February 21st, 2018
Many people believe once they set up a Revocable Living Trust and transfer assets into the Trust, those assets are protected from lawsuits. This is absolutely not true. ...

Why Does Probate Take So Long?

Posted on: January 24th, 2018
Probate can be easily avoided, but most estates are dragged through the process. ...

Will Your Revocable Living Trust Avoid Probate? It Depends.

Posted on: January 17th, 2018
If you've set up a Revocable Living Trust, congratulations! You're definitely on the right track. But...you're only half way there. ...

Surprise! You Can’t Easily Disinherit Your Spouse in the U.S.

Posted on: November 15th, 2017
In the majority of states and the District of Columbia, you can't intentionally disinherit your spouse unless your spouse actually agrees to receive nothing from your estate in a Prenuptial or Postnuptial Agreement. ...

Dispelling the Top 3 Estate Planning Myths

Posted on: November 7th, 2017
Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it's needed....

Baltimore Register of Wills Can’t Find Her Father’s Original Last Will, Will Your Family Be Able to Find Yours?

Posted on: October 31st, 2017
While your family members certainly don't need to know what your will says, they do need to know where your original will is being stored....

Year End Estate Planning Tip

Posted on: October 16th, 2017
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season....

Four Steps to Stop Mail Addressed to a Deceased Person

Posted on: October 13th, 2017
One of the first things you should do as a newly appointed executor of a deceased person's probate estate is ask the post office to forward the deceased person's mail to your address....

Caution: Writing Your Own Deed to Avoid Probate Can Lead to Unintended Consequences

Posted on: August 28th, 2017
One common way to avoid probate of real estate after the owner dies is to hold the title to the property in joint names with rights of survivorship with children or other beneficiaries. ...

An Estate Planning Checklist to Facilitate Wealth Transfer

Posted on: August 18th, 2017
You need to educate and update your heirs about your wealth transfer goals and the plan you have put in place to achieve these goals. ...

How to Minimize Legal Fees After Death

Posted on: July 14th, 2017
Careful planning can minimize the legal fees your loved ones will pay after you die. ...

Does Your Revocable Living Trust Reduce Your Estate Tax Bill?

Posted on: June 26th, 2017
What if you name both individuals and charities as beneficiaries of your trust after you die? The portion of the trust property passing to the individual beneficiaries will be subject to estate taxes and the portion passing to the charities will be distributed free from estate taxes....

The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

Posted on: May 15th, 2017
While Trusts commonly provide asset protection for beneficiaries - few Trusts protect assets owned by the person who created the Trust. ...

Should I Write My Own Will?

Posted on: April 24th, 2017
Legally, you have the right to draft your own documents; however, that doesn't mean you have the right to have them actually work....

Why does probate take so long?

Posted on: April 10th, 2017
Many people fail to create an estate plan, so probate is required. Frustratingly, probate can drag on for months - or even years. ...

What assets require probate?

Posted on: March 17th, 2017
Many believe because they took the time to create a Trust, their estate will automatically avoid probate. Unfortunately, this is a false sense of security....

Posted on: February 16th, 2017
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Why You Need To Review Your Estate Plan

Posted on: February 9th, 2017
Every state has laws for distributing the property of someone who dies without an estate plan—but not very many people would be pleased with the results....

Living Probate

Posted on: January 26th, 2017
With people living longer due to advances in medicine and changes in lifestyle, odds are that most of us will become disabled for some time before we die and may need long-term care....

Beneficiary designations

Posted on: January 12th, 2017
Many people use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank accounts, allow a beneficiary to be named....
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