Has a number of benefits, allowing you to plan for unexpected situations and provide for your loved ones in the future. It’s important to craft an estate plan that fits your life.
At the core of your estate plan. They can outline who will inherit your personal property, appoint guardians for your minor children, specify funeral arrangements, and more.
They can help your family save money and time by letting certain types of assets skip probate.
the process of distributing your assets and debts after you pass away. You can name an attorney you trust to administer your estate in advance, ensuring your wishes and objectives are met.
Essentially estate planning for businesses. It lets you outline how your business should be managed in cases like retirement, disability, or death.
What is Probate Administration? Probate Administration is a legal process filed in …
Back in March, we published a blog about the limitations of a …
When someone passes away without an estate plan, their assets are still …
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Speaker 1: There are a lot of forms and documents out there that really encourage you to how to prepare your own will, but basically as we tell many of our own friends, clients, and neighbors that if you decide to prepare your own will, it’s rea …
As I navigated through a rough divorce and looked forward into my “new normal” I had many questions as to what I needed to do now that I was on my own. Wendy and her office staff were incredible and thorough in answering all of my questions. They showed tremendous compassion when discussing setting up a Will and Trust so my children would be taken care of in the future. I have a tremendous sense of peace knowing that I have ensured security to my children and I have secured my own future. Wendy and her team of professionals are a class act and I can’t imagine having done this process with anyone else.