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An Estate Plan contains many documents, some that people are unaware of and need. Here is an overview of eight documents you may need to
Conversations about planning for a senior’s later years seem difficult because often they are delayed until a medical crisis forces the family’s hand. Here are
Answer: Naming an out of state –non-blood related– Personal Representative. We see this mistake made in a few Wills every year: the decedent names a
There are three characteristics I believe you should look for when choosing the Personal Representative of your estate: someone who can carry out the needed
Answer: Think about whom you would like as Personal Representative for your estate. You don’t have to limit your ‘pool’ to family members and
There are many pitfalls to be avoided when putting together your Estate Plan, especially if you try to do it yourself. For this post, I
Caring for an ill parent or settling their estate once they have passed is an emotional time in a family and can start a
Short Answer: Not naming a beneficiary or keeping their beneficiaries up to date on their contractual “non-probate” assets is the most significant mistake that folks