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Wills Protect Your Family
The primary purpose of Wills and Trusts created in your Will, but not funded until after your death, is protecting your beneficiaries from themselves and creditors. Trusts created in your Will are called Testamentary Trusts. A By-Pass Trust is a great way to reduce estate taxes but it can also
Probate and Administration
Protecting one’s assets through estate planning is essential in today’s economic environment. Wills, living wills and powers of attorney, are only some of the professional documents that are utilized in protecting one’s assets.Also, assistance in probate of an estate, following the difficult transition period of bereavement, is provided by my
Probate F.A.Q.'s
What is Probate?Probate is the process by which your last Will is determined to be your final statement and confirms the appointment of the person or institution you have named to administer your estate. The term probate is also used in the larger sense of probating your estate. In this
Beneficiary Forms
Forgetting Your Beneficiary Forms May Defeat Your Estate PlanThe failure to correctly complete the forms that designate the beneficiaries of your life insurance policies and retirement plan accounts may undermine your entire estate plan. Here are a few tips on doing it right.Never name your estate as the beneficiary or