1. Defining Probate

    Probate: [from the Middle-English probat, from Latin probatum…] a : the action or process of proving before a competent judicial authority that a document offered for official recognition and registration as the last will and testament of a deceased person is genuine. b : the judicial determinatio…Read More

  2. The Receiving End of Estate Planning

    We publish a lot on this blog about preparing your estate plan: writing a will, setting up a trust, choosing beneficiaries and nominating guardians; but there is another side to estate planning, a fun side... the receiving end. You may assume that the receiving end of estate planning is the fun and …Read More

  3. 10 Tips for Potential (or Existing) Trustees

    The creation of a trust and estate plan includes spending a certain amount of time choosing the people who will be your fiduciaries—the people who will carry out your wishes. One of the most important fiduciaries is your trustee, who is involved in just about every aspect of the administration of …Read More

  4. Living in a Digital World

    Do you have an e-mail account? Do you participate in Facebook or other Social Networking sites? Do you do any of your banking, bill paying or investing online? If you answered yes to any of these questions then you might want to think about this next question... what will happen to all of your onlin…Read More

  5. The Importance of Being Earnest

    Do you have a will or a trust? Has your will or trust been reviewed or updated in the past 3-5 years? If you answered yes to these questions then you are two steps ahead of 2/3 of the rest of Americans. But the next question is the big one: Does your family or executor know where your legal document…Read More

  6. Celebrity Gossip Can Save Your Estate!

    Did you know that Jimi Hendrix’s estate took twenty years to finalize because he didn’t have a will? Have you heard about Heath Ledger’s two year old daughter who got nothing when he died because Ledger neglected to update his will after she was born? Can you imagine how difficult it would be …Read More