When I meet with new clients I have them fill out what we refer to as our estate planning “questionnaire”. Basically, a form that asks them to insert personal information on the first two pages and financial information on...more
Almost any type of asset you might have can have a beneficiary designation associated with it. Beneficiary designations supersede the designation in a will or trust and your failure to update them can lead to complications...more
Drafting an estate plan allows a person to put into writing their wishes for division of assets upon death. Sometimes this means making a choice to give more to one child over the other, or to completely write out natural...more
People handle grief differently and sometimes how a person handles the death of a loved one can be both confusing and also extremely frustrating - fighting over little things like, who gets the table and the chairs, for...more
“Probate” is a legal term for the Court process of transferring assets out of a deceased person’s name and to that person’s heirs and/or beneficiaries. The difference between the term “heir” and the term “beneficiary” is...more
In my opinion, education is the most impactful aspect of my role as an estate planning attorney. I often tell the story that when I first decided upon estate planning – over ten years ago – I excitedly told my husband that I...more