» Estate Planning

Lessons from Celebrity Wills – Part 2

Celebrity wills show common estate planning problems on a large screen. Let’s look at some famous will controversies and see what lessons we can take away… Princess Diana left a “letter of wishes” asking her estate administrators to “divide… Read More
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8 Reasons You Should Have an Estate Plan

Lots of people don’t think they need a will or estate plan. They may think they are too young or don’t have enough money for it to matter. But as the following list makes clear, estate planning is a good idea for everyone, regardless of age o… Read More
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Categories: Estate Planning

Are Joint Accounts a good Estate Planning Tool for Seniors?

Joint accounts are commonly recommended to seniors to avoid probate, but are they a safe and effective Estate Planning tool? Many seniors see the joint ownership of investment and bank accounts as a cheap and easy way to avoid probate since joint pro… Read More
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Probate - What is it anyway?

Probate is a legal process that manages a person’s property after they die. Probate affects both people who die and have a will (testate) and those who don’t (intestate). It includes: • proving in court that the will is valid or notifying t… Read More
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