After we are gone, a lifetime of belongings remain – and there are hidden risks and costs buried beneath the piles.
Comedian George Carlin once joked that a house is just a place to keep your stuff while you go out and get more.
You have put together the basics of your estate plan, but something seems to be missing—that last little sweet detail that ties it all together.
Estate planning is not just for the wealthy – or older adults, married couples, or any other single category of individual. Wills are beneficial for everyone.
A detailed inventory of all of your accounts and property is crucial for helping your loved ones manage your legal and financial affairs effectively.
ACTEC Fellows Richard R. Gans and Phillip A. Baumann discuss “What is Probate?” Understand what you need to know about managing an individual’s assets after a death, including how the court may be involved, from experts in the field of trust and estate management. Richard Gans of Sarasota, Florida asks Philip Baumann of Tampa, Florida…
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,…