Early in my legal career a person’s Last Will and Testament dictated where a person’s estate would go to and who was in charge. Today, a Last Will and Testament is still important … Read More »

Early in my legal career a person’s Last Will and Testament dictated where a person’s estate would go to and who was in charge. Today, a Last Will and Testament is still important … Read More »
There are different ways to handle bank accounts for estate planning purposes. If a client merely adds a Payable on Death (“POD”) designation on a bank/credit union account … Read More »
During my discussions with estate planning clients, many times the topic of leaving a certain vehicle to a certain beneficiary comes up. Clients will say, “if I still own my RAV4 I want it to go to my grandson who is going to college.” … Read More »
To avoid a formal estate in the Court system, before July 1, 2022, the probate estate of the decedent must have been less than $50,000 less liens, encumbrances, and funeral expenses. … Read More »
Last month’s article discussed a Life Estate Deed and the pros & cons of this estate planning document. This month is related, but a discussion of a different estate planning document, the Transfer on Death Deed (TOD … Read More »