A colleague of ours recently assembled a list of the top 10 estate planning issues. This list is a great tool to assure that key items are not overlooked. All of these issues deserve thoughtful consideration. They can also create major problems if not dealt with in advance. Probate: Court supervised administration of your estate…

When people consider estate planning, they often list “avoiding probate” as one of the reasons they need to have a plan. But when you ask “what is probate?” they usually don’t know, but they know it’s “bad”. That message has been impressed on them for many years through books, seminars, and advisors. An estate plan,…

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