RESOURCES
Below are a collection of informative resources and articles (clickable links).
Probate
RECENT ARTICLES
Transfer of Vehicles Upon Death
Motor vehicles are one of the most overlooked items in estate planning. Often all of a deceased person’s assets are joint, have beneficiary designations or are payable on death to beneficiaries except for a motor vehicle. If the motor vehicle is in the deceased...
A Will Avoids Probate, Right? No It Does Not
One of the most common myths in estate planning is that if you have a will, a probate will not be necessary at your death. This is absolutely not true, a will is a ticket to the probate process and will direct the distribution of any probate assets. Probate assets are...
Tax Reporting for Deceased Persons and Irrevocable Trusts
When a person dies, there are certain tax reporting responsibilities that survive death. Personal Income Taxes. A personal income tax return (Federal and State 1040) will need to be filed for the final year of a person’s life. For example, if they passed away in...
Mistakes to Avoid with Life Insurance Beneficiaries
An important part of a complete estate plan is making sure your beneficiary designations will accomplish your goals. Naming beneficiaries for your life insurance death benefits may seem simple, but designating beneficiaries requires careful preparation. This article...
The Three Must-Have Documents for Health Care Decision-Making
Part of estate planning is planning for incapacity. Incapacity planning includes planning for health care decisions as well as financial decisions. In this article we will concentrate on the health care side of planning. There are three essential legal documents for...
Taxes Upon Death
When someone dies you need to be aware of income tax and estate tax rules. There may be tax returns that need to be filed. INCOME TAXES Income Earned Before Death A final income tax return needs to be filed for the deceased person which includes all income earned by...
Life Insurance Beneficiaries
An important part of a complete estate plan is making sure your beneficiary designations will accomplish your goals. Naming beneficiaries for your life insurance death benefits may seem simple, but designating beneficiaries requires careful preparation. This article...
Reviewing Your Trust
All revocable trusts (as well as your entire estate plan) should be reviewed every few years to make sure that they are up-to-date with changes in the law and continue to meet your goals. Some important things to review include the following: Do you have the right...
Probate vs Non-Probate
Probate vs Non-Probate: What Is the Difference? When planning your estate, it is important to understand the difference between probate and non-probate assets. Probate is the process through which a court determines how to distribute your property after you die. Some...
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