Monthly Archives: May 2025
What Happens When Probating an Estate
Probating an estate involves a court-supervised process of validating a will, identifying and valuing assets, paying debts, and taxes. The last act is distributing the remaining property to beneficiaries. The personal representative, often the executor named in the will, is … Continue reading
Failing to Plan is Planning to Fail
One of the most frequent reasons we hear for failing to plan is “I don’t have the time”. Another reason we hear is “It’s on my list of things to do”. I’ve never met anyone who didn’t want the best … Continue reading
Advantages of A Living Trust
Living trust advantages are above and beyond not having one when a person owns property. A living trust, AKA a revocable trust, is a legal arrangement where an individual transfers assets to a trustee. It is the trustee who then … Continue reading
What is Estate Planning ?
Estate Planning is a process that captures your life’s accomplishments. The system packages these accomplishments gently into one or more legally binding documents. Traditionally, families transfer assets from one generation to the next, providing future generations with a financial advantage.. … Continue reading
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