When I meet with clients to discuss estate planning, one of the issues I bring up is the disposition of tangible personal property as part of their estate planning.… Read More »
Category: Estate Administration / Probate
Estate Planning in the age of Bitcoin
When I meet with clients for their estate planning, I always ask about their assets-real estate, tangible items, vehicles, boats, retirement accounts, bank accounts, collectibles, etc; but now, I routinely ask do you own any Cryptocurrency?… Read More »
Credit Cards and Surviving Spouse’s Rights and Obligations
Surviving spouses (and their families) routinely come to me after their spouse has passed away. Most times they have been receiving phone calls or written demands to pay by credit card companies. … Read More »
Considerations when a spouse passes away
When a spouse passes away it sends your life into turmoil. There are many responsibilities that must be attended to such as the memorial services, notifying family and friends, and confronting legal, tax, and financial issues. … Read More »
Does the Last Will and Testament solely control my estate distribution?
When I first become an attorney in 1988, the Last Will and Testament (“Will”) controlled most, if not all, of the distribution of a person’s probate assets upon their passing. Today, assets can be distributed at death in other non-probate ways.… Read More »