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Preparing for probate

Anyone with property has an estate. The point of probate is to legally clarify the ownership of that property in order to distribute the title of the property when you die. Any asset that has a document to establish the identity of the owner (title to a car, deed to a house, account ownership papers … Read more

The Probate Process: What to Do Following a Death ?

The emotional trauma brought on by the death of a close family member often is accompanied by bewilderment about the financial and legal steps the survivors must take. The spouse who passed away may have handled all the couple’s finances. Or perhaps a child must begin taking care of administering an estate about which he … Read more

Essential Allies: Financial Advisors and Estate Planning Attorneys

This week, our focus on the Blog involves financial planning and the essential role your financial advisor plays in preparing you for retirement. But your financial advisor shouldn’t operate in a vacuum, isolated from other members of your “retirement team.” For this article, we’re considering the question: what good things can happen when a retiree’s … Read more

Essential Allies: Your Financial Advisor and Estate Planning Attorney

This week, our focus on the blog involves financial planning and the essential role your financial advisor plays in preparing you for retirement. But for this article, we’re attempting to answer the question: what good things can happen when a retiree’s financial planner and estate planning attorney actually collaborate? Doesn’t it make sense to have … Read more

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