Probate FAQs
What is probate? Probate is the legal process of administering a deceased person’s estate. It involves identifying and collecting the assets of the deceased person, paying any debts and taxes, …
Why the Knives May Come Out at Death
The box office success of the 2019 murder mystery Knives Out led to franchise status, with Glass Onion, the first sequel, released in late 2022. The original Knives Out featured …
What You Need to Know About Beneficiary-Controlled Trust
Would you like to provide your children or loved ones with an inheritance but protect them from the risks that may accompany a large windfall? If so, you can create …
Three Things You Need to Do When Your Spouse Dies and Their Will or Trust Has a Disclaimer Provision
Losing your spouse is one of the most difficult things you might face in life. Although it is important to take time to grieve, there are also some crucial steps …
Aaron Carter: A Life Gone Too Soon
Musician Aaron Carter, a former child pop star and younger brother of Backstreet Boys singer Nick Carter, died in November at the age of thirty-four. Aaron’s untimely passing is one …
Myths and Frequently Asked Questions: Planning for the Recently Retired
Myth #1. My level of employment should have no impact on what happens after my death. Because your paycheck from your job typically pays your bills, the lack of a …
Have You Thought Through Your Retirement Plans?
Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on …
Changing the Beneficiary on a Treasury Bond
The goal for my clients is to put all their assets in the trust we create together. This includes Treasury Bonds. You can find the paperwork for changing the beneficiary …
Goodness Gracious! What Jerry Lee Lewis’s Estate Plan Could Look Like
Jerry Lee Lewis passed away in October 2022, leaving behind a long legacy, a large family, and a multimillion-dollar estate. Celebrities can give us a glimpse into lifestyles beyond our …
What Is the Effect of an Unrecorded Deed?
A deed is a legal document used to transfer real property ownership rights from one person or entity (the grantor) to another (the grantee). In many cases, this transfer occurs …