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8 05, 2019

3 Things You Must Do Once Your Divorce Is Final

By |2019-05-05T19:33:38-07:00May 8th, 2019|Categories: Estate Planning|Tags: , |0 Comments

The divorce process can be long and expensive.  However, the work does not end once the divorce decree is signed. To ensure that your assets and estate planning wishes are carried out, given this major life change, there are three things you must do as soon as possible. Change [...]

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 [...]