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teps for the personal representative

Steps for the Personal Representative

It can be overwhelming when a loved one passes away. The following steps are written as a guide for the next of kin or personal representative of the decedent. Although they are ordered, many of these tasks can be undertaken at the same time. For example, the first steps in administrative tasks can be taken

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A Will or Trust? It’s Not About the Size of Your Estate

When I use the word “trust” in a consultation, people often quickly tell me that they don’t have enough money or assets to require a trust. This is a common misconception, that a trust requires a vast estate. Perhaps we owe that to the word “trust” conjuring up visions of large philanthropic organizations that operate

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Stranger Things from Beyond the Courthouse

Recent surveys from Caring.com show that only 42% of U.S. adults have estate planning documents. The following cases could have been easily avoided with those documents in place. (All names in the following case examples have been changed.) Elizabeth Always Had a Plan Elizabeth’s son, Steve, came to us in when his mother was becoming

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Yes, Virginia, Your Uncle’s Will Must Be Probated

During the month of January we began seeing a flurry of clients walk through the door with probate issues.  Based on what we’re seeing, most Americans – irrespective of educational background or socioeconomic circumstances – seem to be under the misimpression that having a will means the beneficiaries will receive their inheritance posthaste and without

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