Estate Planning Misconception #3: “A Will Avoids Probate” Many people believe that, once they have created a Last Will, whether drafted by an experienced attorney, or by using a do-it-yourself solution or an online platform (which, by the way, we don’t recommend), they have avoided probate… unfortunately, they are wrong. Continue Reading

Estate Planning Misconception # 2: I Donā€™t Need to Plan Because My Spouse Will Get Everything For many married couples, jointly owning property and bank accounts is common. If a couple owns accounts or property jointly or as “tenants by the entirety,” if one spouse dies, the surviving spouse automaticallyContinue Reading

Sticky

How to Help Your Loved Ones (and Assets) Avoid Probate Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust avoids the public, costly and time-consuming court processes of conservatorship orContinue Reading

Your Nosy Neighbor Can Find Out About Your Probate Estate (and read your Last Will) …REALLY. Because wills are filed at the courthouse, probated estates become a matter of public record.  That means your nosy neighbor Nellie can simply go down to the courthouse or hop online and find out aboutContinue Reading