Resources

Who Are Your Beneficiaries?

Who are your beneficiaries? When was the last time you updated your beneficiary designations? If you’re like most Americans, it’s probably been a really long time!I…

Say What? Trust Terminology Defined

Lawyers use a lot words when talking about trusts, often assuming that everyone knows their meaning. But in speaking to clients and friends, I realized that many…

Is There a Difference Between an Executor and an Administrator of an Estate?

When a person dies and probate is necessary, a court will appoint a personal representative to oversee the winding up of the decedent’s affairs. Executors and administrators…

What Happens to Social Media Accounts after a User’s Death?

I know someone who uses Facebook as somewhat of a digital diary. She regularly shares photos and stories that document her daily life, major life events, and milestones. Her feed…

Should I Add a No-Contest Clause to My Will?

One section of the estate planning questionnaire I send my clients asks them to rate their level of concern about various issues. One issue about which most indicate…

Estate Planning in Blended Families

According to a Pew Research Study, more than 4 in 10 Americans are part of a blended family.  And while 7 in 10 are…

Estate Planning for Pets

This is my dog, Jilly. She’s a 15-pound mutt my family adopted 11 years ago. When we adopted her, we suspected she was a terrier mix, but she’s…

What is a Small Estate Affidavit?

Occasionally, people die without a Will but have very little in terms of probate assets. They may have owned a modest home, and had a small checking…