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Estate Planning

Probate

Categorized in:
Probate, Executor and Trustee Responsibilities

Generally, creditor notification is four months after the probate court issues letters of administration or thirty days after learning about the creditor. The executor must notify creditors within a specified period.

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Categorized in:
Probate, Elder Law

When older people become quite frail or ill, they also become susceptible to exploitation by those who will defraud or steal. Targeted attacks on vulnerable seniors to exert “undue influence” represents a form of elder abuse.

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Categorized in:
Trusts, Wills, Probate

The estate planning needs of same-sex couples are not much different from those of opposite-sex couples. Learn the three estate planning steps to take now.

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Categorized in:
Trusts, Probate, Executor and Trustee Responsibilities

A properly prepared and funded living trust has many benefits, including avoiding court interference at death and incapacity. Here are five of the most common mistakes.

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Categorized in:
Trusts, Inheritance Planning, Probate

A living trust that has been properly prepared and funded with your assets can provide many benefits for you and your loved ones.

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Categorized in:
Trusts, Probate

Trust funding is the process of transferring ownership of your assets from you to your trust. Learn more about this process and how it fits into your estate plan.

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Categorized in:
Wills, Probate

Not everything you own will automatically go through probate. Assets for which title is held in your name only will need to be probated.

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Categorized in:
Asset Protection Planning, Trusts, Wills, Probate

Common estate planning myths, as well as the truth behind them.

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Categorized in:
Probate, Executor and Trustee Responsibilities

Estate administration is the process that occurs after a person dies. It includes collecting probate assets, paying creditors, then distributing the remaining assets to beneficiaries.

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Categorized in:
Trusts, Financial Powers of Attorney, Probate

Most people don't think about how to hold title until the title company poses the question when you buy or refinance. Learn the most common ways to hold title to real estate.

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Categorized in:
Trusts, Wills, Probate

A pour-over will is necessary in the event that you do not fully or properly fund your trust.

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