Tag Archives: trust

When is probate necessary?

Whether or not you have an estate plan in place, you have likely heard the term “probate”.

Probate is the legal process by which a deceased individual’s assets are distributed under court supervision. This process is necessary to distribute assets that are solely in the name of the deceased person. Probate is governed by state law.  

Avoiding...

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An Easy Three-Step Review for Your Estate Plan “Helpers”

While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand the role of the trusted individuals who will be carrying out your wishes when you are unable to.

When it comes to estate planning, your primary helpers are key and they generally include a...
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Estate Planning Tips Before a Major Surgery

Getting the news that you have to undergo major surgery is never easy.

Preparing for absences from work, planning for childcare and household responsibilities, and reviewing your estate plan will be among the things you may be worrying about. But what if you only have a few weeks—or even days—to react? Who should you call? How...
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Four Reasons Why Estate Planning Isn’t Just for the 1%

There is a common misconception that estate plans are only for the ultra-rich

- the top 1 % - maybe the top 10%, 20%, or some other arbitrary determination of “enough” money.  In reality, nothing could be further from the truth. People at all income and wealth levels can benefit from a comprehensive estate plan....
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