This list is meant as a starting point on what should happen after someone passes away. You should consult with an experienced probate attorney before taking any action. Items to Find and Secure: The Last Will and Testament and Trust Documents Keys to safe deposit box Life insurance policies Business partnership agreements Decedent’s checkbook ATM [...]
Tag Archives: trusts
February 21, 2010
Estate Planning and after-born children
If you are a young couple still planning on growing your family, do not let that be the reason that holds you back from having an estate plan today. The Estate Plans drafted for my clients include a simple statement that includes any after-born children. What this means is, that if you have two children [...]
February 2, 2009
Putting off Your Estate Plan is a Grave Mistake
At a time when the economy is slow and money is tight, many people are looking to save money by cutting back on “unessential” expenses—including estate planning. Although this instinct is understandable, the trend is a disturbing one. Our firm understands the need to dig in during tough times, but what you may not realize [...]
