Given the current seller’s market and tax time right around the corner, I thought it would be helpful to bring back an article that I posted three years ago about…
Clients are often unpleasantly surprised to learn that having a Last Will and Testament does not negate the need for probate. And they are sometimes annoyed when they learn that even though they are named as the Executor in a Will, that alone does not give them authority to access the decedent’s assets. Yet both of these statements are true.
Most couples have what I call “I Love You” Wills, which state that all of their assets pass to the surviving spouse. Moreover, many couples own all of their assets…
Conservator Definition – A guardian or a protector nominated by the probate court to manage the financial affairs and/or personal affairs and daily life of another person due to physical…
Even though most people don’t plan on getting a divorce when they first tie the knot, it is a reality for many couples. While we do not practice family law…
Whether you are putting together your own Will or stand to receive assets left to you by someone else, you may wonder what the actual difference is between a beneficiary…
