Category Probate

I want to avoid probate … right?

Probate is another one of those words many have heard and it’s probably something you’re told you want to avoid, but not many people have experienced or truly understand what it entails even if they know what the term means.…

Out of State Probate

Losing a loved one is an emotional and life-changing experience. You might be tasked with the responsibility of settling the estate while also grieving your loss. It can be a challenging time in anyone’s life. However, it becomes complicated when…

Bad States To Die In

The federal estate tax has been in the news recently after the passage of the Tax Cut and Jobs Act, which doubled the exemption amount for estate, gift an generation-skipping taxes. In 2018, individuals can shelter $11.2 million, and couples…

3 Tips for Overwhelmed Executors

While it is an honor to be named as a personal representative (formerly an executor) of a will or estate, it can also be a sobering and daunting responsibility. Being a personal representative requires a high level of organization, foresight,…

What to Do After a Loved One Dies

If you’ve been appointed an executor of a loved one’s estate or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from…