Breaking Through the Confusion
In an effort to impart as much knowledge as possible, I am proud to provide blog posts on a range of topics related to the services my clients rely on me for.
If a post creates questions for you, please feel free to reach out and contact me.
As the Financial Crimes Enforcement Network (FinCEN) works to ensure greater transparency and accountability in the corporate world, the government has recently introduced stringent requirements to the Beneficial Ownership Information Report (BOI).
Multiple-party accounts can play a role in a well-drafted estate plan, but it’s important to zoom out, look at the overall estate planning goals, and then thoughtfully consider how each piece fits within it.
There’s really no way around it: making an estate plan necessarily involves confronting the possibility of our own death and incapacity. For those of us with young children, this also means confronting the idea of our children growing up without us, being raised by someone else.
A good estate plan should zoom out to account for these other means of asset transfer, including beneficiary or payee on death designations, rights of survivorship, etc.
Sometimes the inspiration for a blog post or newsletter topic comes from unexpected places. Lately, my kids have been really into the Harry Potter series. As we watched it again together one scene caught my attention: the scene where Harry Potter and his friends learn what Hogwarts headmaster Albus Dumbledore had left them in his Will.
When I meet with a new probate client, we talk through what to expect and how we get from Point A to the final destination of a fully-administered estate. One of the requirements that has to be met along the journey, if there’s an administrator or executor of the estate, is the preparation of an inventory.
If you’re interested in being an organ donor, read on to learn how to document your wishes and how the process works.
Is a DNR the same thing as an advance directive? The answer is no. They are different documents with different purposes and different target groups.
How can banking affect your estate plan? Let my recent experience be a guide for you.
Did you know your estate also includes your digital assets and accounts?
Now that I’m a beneficiary, what do I need to do?
Understanding the roles outlined in your estate plan is imperative to making sure your desires are carried out correctly. Let’s walk through each job and the duties associated with them.
With so many questions and misconceptions floating around about the probate process, it’s important to separate the fact from the fiction.
Estate planning is not incredibly clear cut. Let’s break down 10 common misconceptions.
Update on how this law office and the local Courts are responding to the coronavius pandemic.
A guardian is a person appointed by a court to manage the person, estate, or both, of an incapacitated person, called a ward.
After Aretha Franklin passed away last August, she was believed to have died intestate--that is, without a will. But recent reports suggest that not only did she have one will, but she may have had three.
You've finally done it. You've created an estate plan, including a will. Do you have to take it anywhere now or can you just store it at home?
What happens to a person’s assets and debts when they die? You may know that a person’s assets pass either to the beneficiaries of a will/trust/beneficiary designation or, in the absence of such planning, according to the will the state of Texas wrote for you. But what about debts?
With the summer upon us and holidays like July 4th coming up you may be planning on going out and having a good time with friends. There's nothing wrong with that, but it's a good time to talk about our top DWI tips.
A good estate plan should zoom out to account for these other means of asset transfer, including beneficiary or payee on death designations, rights of survivorship, etc.
So you’ve finally done it. After years of thinking “I really need a will” you’ve finally called me and set an appointment to discuss your estate planning needs. What will the process look like? How long will it take?
As of today, it appears that musical legend Prince died without a will*. When a person dies without a will, or “intestate,” his property passes according to a formula prescribed by state law, not the decedent’s wishes.
Hospice care has been in the news recently with the announcement that former president Jimmy Carter has begun receiving home hospice care. You may be wondering what hospice care is, who it’s appropriate for, and how it fits into your estate plan.