November 13, 2020 •
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Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.
Read MoreNovember 12, 2020 •
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My mother and father had retirement funds. My father passed and it went to my mother. My mother got remarried and she had a will when she died. My stepfather is to get what they agreed upon. She never made him the beneficiary of that retirement fund that was between my mother and father., However, when I asked to see the amount of this fund, the executor would not produce it. How can we find out the amount?
Read MoreNovember 2, 2020 •
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When do you need your estate plan to ‘go to work’ for you? While you may think the right answer is ‘after I die,’ the actual answer is ‘if I lose the ability to manage my own affairs.’
Read MoreOctober 14, 2020 •
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The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.
Read MoreSeptember 28, 2020 •
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My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.
Read MoreSeptember 25, 2020 •
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The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.
Read MoreSeptember 24, 2020 •
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The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
Read MoreSeptember 18, 2020 •
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A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
Read MoreSeptember 3, 2020 •
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Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own. A doctor you've never met could decide how you spend your last moments, and your loved ones could be saddled with untangling an expensive legal mess after you die.
Read MoreAugust 24, 2020 •
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For example, did you name someone as an heir who is no longer in favor with you or—worse yet—has died? Who should get what they would have gotten? Are there now new people in your life—be they family members or not—whom you might wish to share in what you may have?
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