Tag: Probate Court

We Want to Draft Your Legacy

What Is a TOD Beneficiary?

July 13, 2022
The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.
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What Common Mistakes are Made with Living Trusts?

July 12, 2022
Of course, just because you have a living trust doesn't mean you're all set. Here are a few of the most common mistakes people make with their living trusts.
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Why Is Beneficiary Designation Important?

June 23, 2022
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.’
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When Should I Update My Will?

June 9, 2022
There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
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How Do I Create a Trust Fund?

June 8, 2022
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
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How Do I Conduct an Estate Inventory?

May 30, 2022
An important task for an executor is submitting a detailed inventory of the estate to the probate court. What's Included?
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Should I have a Pour-Over Will?

May 19, 2022
A pour-over will is a type of will that’s created in conjunction with a trust. It can help facilitate the transfer of assets, if a trust’s grantor (the person establishing the trust) has failed to transfer all intended assets into the trust. A pour-over will can be an important part of a person’s estate planning checklist.
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Is Estate Planning Affected by Property in Two States?

April 13, 2022
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
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Why Shouldn’t I Wait to Draft my Will?

April 6, 2022
It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:
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What If an Estate Owes Back Taxes?

March 11, 2022
My mother passed, and she was an administrator of my grandfather’s estate and the inheritances. The estate accumulated quite a bit of back taxes over the years. Will the IRS put a lien on that estate as well as hers to retrieve funds?
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