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Blog Posts in Probate

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  • The Importance of Reviewing Your Accounts and Property When a Loved One Passes Away
    The Importance of Reviewing Your Accounts and Property When a Loved One Passes Away

    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 ...

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  • What You Need To Do After A Loved One Dies
    What You Need To Do After A Loved One Dies

    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 ...

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  • How to Help Your Loved Ones (and Assets) Avoid Probate
    How to Help Your Loved Ones (and Assets) Avoid Probate

    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 ...

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  • Special Needs Trust Fairness, At Last
    Special Needs Trust Fairness, At Last

    December 13, 2016 marked the end of a 23 year-long period where mentally fit individuals where barred from establishing their own special needs trusts. The Special Needs Trust Fairness Act, part of ...

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  • See Through Trusts
    See Through Trusts

    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 ...

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  • Elder Law & Planning for Your Estate
    Elder Law & Planning for Your Estate

    Dying is a part of life. It is a given that we will all pass one day. Understandably the majority of people do not like to think about their mortality or of being incapacitated. Nevertheless, it ...

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