Below are some commonly asked questions. Please reach out to us via our contact page if you have a question not addressed.
Why not just add my relatives to my deeds and bank accounts?
A common mistake. Sometimes called self-help estate planning, adding loved ones, even trusted loved ones, as owners of your property…
What are beneficiary designations and payable on death accounts?
Beneficiary designations, sometimes called payable on death provisions, are often used on retirement accounts, life insurance policies, bank accounts, brokerage…
What does intestacy mean?
If you die without a Will, you have died intestate. The laws of your state will dictate how to dispose…
What is a living will?
Sometimes called a Directive to Physicians, a Living Will allows you to state your medial treatment wishes in the event…
What is a power of attorney and when do I need one?
A Power of Attorney allows you to appoint someone you know and trust to make decisions on your behalf. A…
What is a Will?
A will is a document which, when prepared and signed according to law, describes how you would like the property…
Who should have a revocable living trust?
A revocable living trust is useful for most anyone who owns assets held under some form of title, such as…
What is a revocable living trust?
A revocable living trust is an agreement between three parties: 1) The Trust-makers; 2) The Trustee(s) (or Trust Managers); and…
What is probate?
Probate a legal process by which ownership rights from the estate of a deceased person are counted and transferred in…
