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22 03, 2019

Wills, Trusts & Dying Intestate: How They Differ

By |2019-03-21T15:44:37-07:00March 22nd, 2019|Categories: Estate Planning, Probate, Trust, Will|Tags: , , , |0 Comments

Most people understand that having some sort of an estate plan is a good thing. However, many of us don’t take the steps to have an estate plan ready because we don’t understand the nuances between wills and trusts – and dying without either. Here’s what will generally happen [...]

20 03, 2019

What to Do After a Loved One Dies

By |2019-05-18T16:57:25-07:00March 20th, 2019|Categories: Estate Planning, Probate, Trust, Will|Tags: , , , , , |0 Comments

If you've been appointed an executor of a loved one's estate, or a successor trustee, and that person dies, your grief – plus your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out-of-town and (eventually) meeting with a trust administration or probate lawyer [...]

1 03, 2019

5 Things Every New Mother Needs to Know About Wills

By |2019-02-26T21:31:19-07:00March 1st, 2019|Categories: Estate Planning, Probate, Trust, Will|Tags: , |0 Comments

As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, infancy is a time for celebrating new life, and making a will is the last thing on their minds. For others, bringing new life into the world sparks intense [...]

25 02, 2019

3 Tips For Every New Homeowner

By |2019-02-23T19:54:38-07:00February 25th, 2019|Categories: Estate Planning, Probate, Trust|Tags: , |0 Comments

Congratulations on the purchase of your new home.  Whether this is your first home or an upgrade/downsize, purchasing a home is a big event in your life.  When these major life changes occur, you should be properly prepared. Below are a few things for you to consider now that [...]

20 02, 2019

Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children

By |2019-02-19T13:32:22-07:00February 20th, 2019|Categories: Estate Planning, Probate, Trust, Will|Tags: , , |0 Comments

Most parents want to make sure their children are provided for if something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometimes want to leave gifts to beloved young children too. Unfortunately, good intentions and poor planning often have unintended results. Don’t [...]

28 01, 2019

3 Simple Ways to Avoid Probate Costs

By |2019-01-26T12:18:05-07:00January 28th, 2019|Categories: Estate Planning, Probate, Trust|Tags: , , |0 Comments

The bad news: probated estates are subject to a variety of costs from attorneys, executors, appraisers, accountants, courts, and state law. Depending on the probate's complexity, fees can run into tens of thousands of dollars. The good news: probate costs can be reduced by avoiding probate. It’s that simple. [...]