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Does Estate Administration Need to Be Supervised?

What is an unsupervised administration and why is it better than other types?

Posted on: June 29, 2022

Should I have a Pour-Over Will?

What is a pour-over will?

Posted on: June 28, 2022

Why Is Beneficiary Designation Important?

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’

Posted on: June 23, 2022

How Do I Plan for Taxes after Death?

Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.

Posted on: June 15, 2022

The Most Common Estate Planning Mistakes

Some problems can be avoided by proper planning, others by good practices during the estate administration process.

Posted on: June 8, 2022

What about House Contents when Someone Dies?

It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.

Posted on: June 6, 2022

What are the Most Important Estate Planning Documents?

Nobody likes to talk about it, but death is inevitable for all of us. Therefore, you should count every moment as a blessing. Beyond this, you should remember there’s no time to waste, when it comes to preparing for your eventual passing.

Posted on: June 3, 2022

How Do I Conduct an Estate Inventory?

What's Included in an Estate Inventory?

Posted on: June 1, 2022

Why Have a Joint Revocable Trust?

Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.

Posted on: May 31, 2022

Should I have Revocable Living Trust in Estate Plan?

A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries. It can also significantly reduce the headaches of probate. However, while some assets belong in a trust, others cannot (or should not) go into one.

Posted on: May 27, 2022