Here are some frequently asked questions (FAQs) about Estate Planning and other legal matters. What is a probate? Probate is a legal process in which a court appoints someone, subject to a judge’s supervision, to manage a descendant’s estate, including paying the debts and distributing the property of the descendant. What is a probate estate? […]
What is a living trust? A living trust is a legal entity, sometimes referred to as a revocable living trust, created by a person to hold title to his or her property in order to avoid the probate process. How does a living trust avoid probate? A living trust allows you to avoid the necessity […]
As a concierge attorney, oftentimes I find myself sitting with my clients in their living rooms and at their kitchen tables listening to their problems, their concerns, and helping them navigate their goals. And believe me, I’ve heard it all. Let’s face it; most people don’t want to talk about what happens when they die. […]
My clients are intelligent people. What stops them from initially reaching out to me when they begin having thoughts and ideas about planning for their future? The uncertainty of our futures – whether it be an unexpected illness or death, even the idea of living to the age of 95 is intimidating. We’ve all heard […]
A challenging and crucial element of special needs planning involves staying current with the continually evolving policies and regulations of public assistance agencies, like the Social Security Administration. These ever-evolving policies have an immediate effect for someone on public benefits. Without staying up to date, this could lead to a reduction in benefits or even […]
You have your documents drafted, signed and put away… most people don’t discuss the estate administration process before a loved one dies because let’s face it, who really wants to? But if the person you named as your Executor doesn’t know what to do, they could fall victim to one of the five most common […]
I’m sure you’ve heard the phrase “Elder Law” before … or have met an elder law attorney but have you ever wondered what that term means and what exactly an ‘elder law” does? Keep reading to learn why sometimes it’s important to meet with a specialist when it comes to your long-term care planning rather […]