Feb 5, 2021 | Estate Planning
Whether you currently have an estate plan in place or are starting from a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you. A LOI conveys your desires,... 
Dec 11, 2020 | Estate Planning
Probate is the legal process for authenticating a deceased person’s will, reviewing their assets, paying their outstanding debts and taxes, and distributing what remains to their inheritors. After an asset-holder dies, the court will appoint a valid will’s... 
Aug 28, 2020 | Estate Planning, Wills
Do you have a Last Will & Testament prepared? Care.com’s annual estate planning survey for 2019 found that 57% of U.S. adults do not have a Last Will & Testament (a “Will”). The survey found that participants were more likely or less likely to have a Will... 
Jul 17, 2020 | Trusts, Wills
What can a personal property memorandum do for your estate plan? Family members often end up arguing over mom or dad’s favorite items when that parent dies. Arguments can take place over things like a coffee mug, a piece of jewelry or a painting. These types of...