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7 Estate Planning Resolutions to Make Now

7 Estate Planning Resolutions to Make Now

Given the uncertainty surrounding estate planning legislation, not to mention the fact that the busy holiday season is now upon us, we may be reluctant to focus on our estate planning goals. Now is the perfect time to ensure that your estate plans are in shape for whatever the future holds—and here are seven estate Read More

How do I open a probate estate? Miniseries part 3/3

In the last part of our miniseries on opening a probate estate, we will discuss the basics of opening an estate using a “formal” procedure and will include a brief discussion of what supervised estates are. Formal Procedure for Opening an Estate When used in probate court jargon, “Formal” is a bit of a misnomer Read More

How do I open a Probate estate? Miniseries part 2/3

Miniseries part 1/3 discussed the basics of testate and intestate estates and some of the basics of unsupervised estates. In summary, if one dies without a valid will, trust or other instrument then one dies “Intestate” in the eyes of the law. Intestate comes from the Latin word “intestato” derived from ancient Roman law meaning Read More

Appoint a Guardian for your Child

Do you have minor children? Do you have legal documents that plan for your children if something happens to you and your spouse? You can use the attached form if you do not have any estate planning documents and would like to appoint a guardian for your minor children if you have not done so Read More

How do I open a probate estate? Miniseries part 1/3

In the previous four parts of this series, we discussed the basic differences between having a will and not having a will. In this discussion, we will see how the end result takes shape in the form of opening a probate estate in a three part mini series on the matter. There are two forms Read More

To will or not to will?

When I speak in estate planning seminars, generally 70% of those in attendance have a will. Can that 70% of folks explain what their will does for them? Sometimes yes, sometimes, no. In this post I will explain what a will is by definition. A Will…By Definition A “Will” includes, but is not limited to, Read More

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