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Demystifying Estate Planning & Administration
FAQ: Is adding my adult children to my bank account(s) a good idea for estate planning?
Many clients wonder what to do about bank accounts for estate planning purposes. The best option(s) for you may not be the best option for another person. And it might not be what your friend or family member did (or told you to do). Keep reading for the basics on your options, along with some points of consideration.
5 Questions about Probate
Have you ever heard anyone talk about 'avoiding Probate' but aren't exactly sure what that means? This week, #unstuckestateplanning is focusing on five common questions about Probate.
Does Having a Will Avoid Probate?
#TipTuesday
Does having a Will avoid probate? Nope.
Keep reading for more info on why.
Property: Probate or Non-Probate?
Whether you know it or not, in all of your property falls into one of two categories: probate or non-probate. Keep reading to find out why this matters…
What is estate planning?
You're asking for a friend, right? Don't worry, I won't tell. Read on to learn the basics.