Techniques for Keeping Your Probate Estate Small

Probate – it seems like something most people want to avoid or minimize at the very least. However, a decedent’s property must pass through probate to heirs and beneficiaries, right? Not always. There are techniques for keeping your probate estate small that may help your heirs get their inheritance more quickly and pay less in expenses. An important goal, then, may be to keep Assets OUT of Your Estate. But Read More

4 Common Estate Planning Errors and How to Avoid Them

Some mistakes don’t show up right away. When people make estate planning errors, they may never know what they did. Their loved ones will find out, though. But, there are ways to prevent errors that may cause your family unnecessary grief. It just takes some careful planning and communication. Lost Assets Martha did not trust banks. Instead of depositing her money into a checking or savings account, she hid it in Read More

Are My Beneficiary Designations Really That Important?

Most investment and financial accounts allow the account holders to name beneficiaries to receive funds in the account upon the account holder’s death. To many of us, the forms that ask us to name beneficiaries may seem boilerplate, simple to complete, and not a big deal in the grand scheme of things. It may take just a few moments to write a few names on the beneficiary designation forms. The repercussions can be Read More