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Probate: How to Determine If You Need It

Probate: How to Determine If You Need It

Probate sounds expensive and complicated, but it is simply a standard legal procedure formalizing how assets pass from a deceased person's estate to their chosen beneficiaries or heirs. Whether or not you require probate depends on the type of property…

Special Needs Trustee Selection

Special Needs Trustee Selection

Trusts set up for loved ones with disabilities are typically supervised by the grantor (the individual who creates and funds the trust). However, it is crucial to choose a successor trustee who will continue properly managing the SNT to benefit…

The Probate Process Explained

The Probate Process Explained

During probate, a will is formally recognized, a personal representative (executor) is formally named or validated, and assets are distributed to the intended beneficiaries following the death of the testator. It also requires paying the decedent’s outstanding debts and federal…

A Comparison of Wills and Trusts

A Comparison of Wills and Trusts

In estate planning, wills and trusts serve different purposes. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in each should complement the other. As a…

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