Articles Posted in Probate Process

We talk to people every day about their estate plan and how they would like their assets distributed upon their death but it always surprises me how many people want to not discuss matters with their family assuming they will figure it out “once I am gone”.  However, this is doing a significant disservice to…

Getting your estate planning documents is the first step but it does not mean that the process is complete, you still need to make sure that all your assets are going to who you want to receive them.  The following things need to be done immediately after you have your Will in place in order…

Getting your estate planning documents is the first step but it does not mean that the process is complete, you still need to make sure that all your assets are flowing to the Trust.  The following things need to be done immediately after you have your Trust in place: If the steps listed above are…

One of the first things we hear when meeting with a new estate planning client is “How can I avoid probate?”  This is often a driving factor for people coming to our office.  What many people don’t know is that there are a number of ways to avoid probate. Probate is a court supervised process…