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Estate Planning & Elder Law

Thursday, December 22, 2016

What To Do After a Loved One Dies


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 out of town and (eventually) meeting with a trust administration or probate lawyer – can be quite overwhelming. First and foremost, take care of yourself during this emotional time.

 

To help you with the “business” end of things, here’s a quick checklist of crucial details that will make the trip to our office to handle the legal affairs easier. I know it can be difficult, but some of these things have a deadline, so make sure that you reach out sooner rather than later:

 

  • Secure the deceased's personal property (vehicle, home, business, etc.).


Read more . . .


Friday, September 16, 2016

What These 4 Famous Estate Planning Debacles Can Tell You About Proper Planning


Are you failing your family the way these 4 celebrities failed theirs?

 

These four celebrity estate planning fiascos offer lessons about how to handle your own planning and legacies.

 

1.         Pablo Picasso – The great Dada artist died in 1973 at 91 without a will, a status referred to as “intestate.” Of course, Picasso isn't the first, or the last, celebrity to die intestate.


Read more . . .




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