Trusts 101

Trusts 101

A friend of mine recently retired and is living comfortably in the home she and her husband paid off a few years ago. She wants to make sure that her son can inherit the house after she passes away, so she came to me with questions about the legal documents necessary to achieve that and protect her family.

Ins and Outs of Probate Court

Ins and Outs of Probate Court

It is the court-supervised process of dividing and lawfully transferring assets after someone passes away. More specifically, probate is the process of transferring title of assets out of the name of the deceased to their heirs and beneficiaries. Probate is necessary if the deceased had only a last will and testament or no estate planning documents whatsoever.

Here’s Why You Should Never “DIY” Your Estate Plan

Here’s Why You Should Never “DIY” Your Estate Plan

Are you or someone you know thinking of doing your estate plan yourself? If you are, there are a few things you should consider. While there is any number of things you can do yourself with no consequence, gambling with your legacy should not be one of them. Read on to view the top reasons why it truly is a gamble to DIY your estate plan, as well as why you should hire a professional for your estate planning needs.

The Top 5 Estate Planning Tips For Unmarried Couples

The Top 5 Estate Planning Tips For Unmarried Couples

If you’re an unmarried couple in a serious relationship, you’re likely already sharing many of your assets. You may live together, share a vehicle, or even have children. Even though you and your partner may not be ready for marriage, you may want to begin planning your estate in the event life throws some surprises your way.