Category archives: Benifciary Designations
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11 months ago
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An Alzheimer’s or dementia diagnosis can be a challenging journey for the person and family alike. When the diagnosis occurs, a ticking clock begins on the timeline for getting proper and sound notarizations done for crucial legal documents.
What Does It Mean to Get a Document Notarized?
Accor... [read more]
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3 years ago
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Some conversations are more awkward than others, and while discussing illness and death with our loved ones can feel uncomfortable, it is also important and helpful to do so.
A difficult part of life is that accidents, illnesses, and death are inevitable, and unfortunately often unexpected too. N... [read more]
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4 years ago
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We are often asked about how important it is to designate beneficiaries on accounts as part of Estate Planning.
Our answer is that it is very important to designate beneficiaries on all accounts to help avoid probate of an estate after the account holder’s death. With proper beneficiary designa... [read more]
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4 years ago
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We're often asked if there are special considerations for creating Estate Plans for retirees. Our answer is that there are times in our lives that are considered significant events, when we are wise to create or revisit our Estate Plans, and retiring is definitely one of these times.
Whether you ... [read more]
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6 years ago
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One question that we're often asked by clients is how they can protect their family's privacy and avoid a costly probate process.
Our answer is that summary and formal probate administration can be a long and expensive court process, and we can use a number of Estate Planning tools to avoid proba... [read more]
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6 years ago
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According to court documents, legendary singer Aretha Franklin did not have a will when she died, despite reportedly having a son with special needs. The lack of a will opens up the intensely private singer’s estate to public scrutiny and unnecessary costs, and means that there are no specific provi... [read more]
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6 years ago
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We are often asked why young families need Estate Planning. Our response is that there are numerous, important reasons why young families need Estate Planning to protect themselves, their families, and their futures.
Some of these Estate Planning considerations include: naming Beneficiaries for y... [read more]
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7 years ago
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While the execution of wills requires formalities like witnesses and a notary, the reality is that most property passes to heirs through other, less formal means.
Many bank and investments accounts, as well as real estate, have joint owners who take ownership automatically at the death of the... [read more]
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