“Putting my child’s name on an asset avoids probate” This is how the conversation usually goes: “someone told me if I put my child’s name…
IF I HAVE A WILL, MY FAMILY WILL AVOID PROBATE I am unsure how this mistaken belief ever came about since a Will is almost…
Estate Planning Misunderstanding #1 Estate planning is only for the old. (This is the first in a series of estate planning misunderstandings.) The fact is,…
We avoid what we don’t know. For many financial, insurance and accounting professionals, they feel they ought to know estate planning better than they think…
Question: Does Having a Will Mean You Avoid Probate? Answer: No, almost by definition, a Last Will & Testament implies that a probate will be…
This was a column in a local paper that got me thinking that this is actually a very commonly asked question. First, it doesn’t all…
Self directed IRAs (SDIRA) have been around since the early 1970s. In spite of their history, they haven’t been all the rage until more recently…
This question usually gets asked by the family after a loved one has died and they are told they have to go through probate. How…
Conservatorships Conservatorship is a court proceeding where an individual is considered by a judge to be unable to manage their own financial affairs so another person…
Advantages of a Revocable Living Trust Avoidance of probate. In particular, a revocable living trust can avoid expensive multiple probate proceedings when you own real estate…