Compassion, integrity and trust
The most common beneficiaries of estate plans include spouses, children, and family members. However, charities and nonprofits can also be named as a beneficiary in your estate plan. A beneficiary can be a person or entity that you wish for all or part of your
Planning for digital assets within your estate plan is a relatively new concept for many of my clients. They plan for physical assets, like their homes and money, to be transferred through a Will or Trust but forget about their digital assets. However, planning for
Selecting a trustee to handle your estate is no easy task. Considering the level of responsibility that goes together with being appointed as trustee, the selection of who will handle this job duty should be one that is given a lot of thought and consideration.
Not all assets are considered fair game for probate of an estate. Only the assets that are in the deceased person’s (or decedent’s) sole name need to be processed by the probate court. Anything that is jointly owned or anything that has a beneficiary associated