Q. I have been reading your newsletter for several years now. I remember, in the past, you did a series on celebrity estate planning mistakes and lessons that can be learned from them. I found it to be very helpful and interesting … [Read more...]
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Ask the Expert: What Does It Really Mean to Be Named as an Executor?
Q. My Aunt Fran called me to ask if I would be the executor of her estate. I am honored that she chose me because she must see me as trustworthy and responsible. Before saying yes, can you tell me what is involved? A. The … [Read more...]
Print This PageUnderstanding Probate: The Two Types of Probate
Problems often arise when people don't have a coordinated method of passing on their estate. Take for example, Joe, who has become incapacitated as the result of a severe stroke. He has a wife, Mary, and two children, Carrie and … [Read more...]
Print This PageThe Nightmare of Probate and How to Avoid It
When many first consider Estate Planning, they immediately think of preparing a Last Will and Testament. While having a Will is slightly better than dying without a Will (i.e., dying intestate), Wills also have some major … [Read more...]
Print This PageThe Nightmare of Probate and How Steve Jobs Avoided It
When many first consider Estate Planning, they immediately think of preparing a Last Will and Testament. While having a Will is slightly better than dying without a Will (i.e., dying intestate), Wills also have some major … [Read more...]
Print This PageHalloween May Be Scary, But Probate Could Be Your Worst Nightmare!
This is the story of Ella, a client in her mid-fifties whose father recently passed away and whose mother died when she was a child. Her father’s Will stated that his estate, including real estate in Virginia and Florida, and … [Read more...]
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