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 »
Category: Estate Administration / Probate
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 »
Consider an “Ethical Will”
As part of my estate planning process with clients, especially after the holidays and spending time with family and other loved ones, I discuss considering talking to your loved ones about topics that are important to you… Read More »