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Legal-Ease: What Happens to Assets If I Do No Estate Planning at All?

Dear Jonathan: Based on my research, I feel like I’m pretty well versed in what I am supposed to do when it comes to creating an estate plan for myself. Everything I have read says that I should have a will, powers of...more

Legal-Ease: Are There Ways to Avoid Probate After Death?

Dear Jonathan: I just completed the probate of my late brother’s will. I was the personal representative he appointed to act on behalf of his estate. This was not a pleasant experience and in fact, was quite the opposite and...more

Legal-Ease: What are my Responsibilities as Fiduciary of an Estate?

Dear Jonathan: My parents just updated their estate plan and told me that they named me in their wills, their trust and their financial and health care durable powers of attorney to act for them when they can no longer act...more

Legal-Ease: What is the Downside of DIY Estate Planning?

Dear Jonathan: I am thinking about preparing my own estate planning documents, including a will, powers of attorney and a trust. A close friend of mine just went through this process and it cost her thousands of dollars and I...more

Legal-Ease: Steps for When a Loved One Passes Away - Part Two

This is the second of three articles addressing the topic of what needs to be done when a spouse or loved one passes away. My last article addressed the immediate things that need to be done prior to the decedent’s funeral...more

Legal-Ease: Steps for When a Loved One Passes Away - Part Three

This is my third and final article addressing what needs to be done after a person passes away. Part 1 addressed what a person needs to do prior to the decedent’s funeral. Part 2 addressed those things that don’t typically...more

Legal-Ease: Steps for When a Loved One Passes Away - Part One

Dear Jonathan: Can you provide a general summary of what needs to be done when a person’s spouse or loved one passes away? Jonathan: When a spouse or loved one dies there are many things that need to be addressed by the...more

6/13/2024  /  Funerals , Wills

When It Comes To Estate Planning

The primary reason most people engage in estate planning is to name who they want to receive their assets when they pass away. Beneficiaries can be named in a will, a trust or pursuant to a beneficiary designation. When...more

Survivor's Checklist: What to do When a Loved One Passes Away

When someone dies there are many important things that need to be addressed by the survivor or survivors, and some of those things that need to be addressed are time sensitive. ...more

3/3/2022  /  Beneficiaries , Estate Planning , Wills
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