Four Essential Documents to Prevent Estate Planning Errors When you are ready to put an official estate plan in place to protect yourself and your family in the future, there can be a lot to consider, even if you don’t have a sizable estate or a large family. To help you get started on the right…
Probate can be a complicated process. Knowing what to expect – and what you need to do – at every step of the process, however, can help you avoid common (and possibly costly) mistakes and resolve the probate case as efficiently as possible. To this end, the following points out the important steps to take when…
Ethical Wills: What, Why & How? As opposed to a traditional will that bequeaths assets to loved ones, an ethical will is a personal statement – not a legal document – that sets forth values or shares stories and experiences. Also commonly referred to as legacy letters, ethical wills can be invaluable for surviving loved…
