Will there Be a Reading of The Will?

Estate Planning, Wills

Everyone has seen the movie or television show when the family gathers for the reading of the will.  It is usually a dramatic event with an unexpected twist that makes for a good movie plot.  Is there actually any requirement to have the family meet for a “reading of...

What is Probate?

Probate

“Probate” is a term most have heard, but few know what it means. Some know it has something to do with a Will, but don’t know how. More than a few have been told it is something to avoid, but are not sure why. What is probate? Probate is a process to help ensure that...

Why You Need to Consider the Impact of a Blended Family in Your Estate Planning

Estate Planning

Even if you are in a solid first marriage, it is important to be aware of how blended families can create unique estate planning issues.  Why? Consider the following example.  You pass away before your spouse and children.  Like most people, you want what you left...

Do You Need A Trust for Your Estate Plan?

Estate Planning, Trust

There are many situations in which a trust is useful.   For example, if you wish to avoid probate, a trust is very effective.  This is especially true if you own property in two different states. Probate is the process to ensure that property owned by a deceased...

What Does It Mean to Be of ‘Sound Mind’ When Signing Your Will?

Frequently asked questions

I recall meeting with a man who asked me if it was too late. I could not give him the assurance he wanted. His mother was a stroke survivor and recently had a serious fall. These are two of the most common reasons seniors need long-term care, and both can occur in an...