Blog Posts in Probate

When was the last time you thought hard about your life insurance policy? Maybe you’re like most Americans - you start your full-time job, and the company’s HR manager asks if you want to enroll in ...

When you create an estate plan, the main objective is usually to make sure that your accounts and property aren’t only in your name. If they are, they will be subject to probate when you die (a ...

We don’t need to tell you that losing a family member can be stressful and emotional. The last thing most people want to do is think about making phone calls, signing papers, or making funeral ...

Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust avoids the public, costly and ...

The stretch payout is available to the designated beneficiary, defined in the IRC Code, as "any individual designated as a beneficiary…". If the owner of an IRA or qualified plan dies before their ...