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Monthly Archives: May 2015
17th Century English Trials
This post doesn’t have anything in particular to do with estate planning or probate, but it sure is interesting – at least to me. The website listed below contains trial transcripts and a great deal of background information on criminal … Continue reading
Posted in Estate Planning, Inheritance, Probate, Uncategorized
Tagged death, estate planning, fraud, probate, wills
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Say what?
The following is for all of my financial planning friends and colleagues. I recognize for many clients this could as easily apply to estate planning, but hopefully by the time my engagement is completed you understand a little more than … Continue reading
Posted in Estate Planning, Financial Planning, Uncategorized
Tagged estate planning, financial advisor, wills
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What’s With All Those Dinner Invitations?
Do you receive invitations in your mail to attend meetings at fancy restaurants in your area? I get them all the time. So are they really free? You might be surprised to read that for the most part they really … Continue reading
Posted in Estate Planning, Estate Tax, Scams, Trusts
Tagged death, estate planning, trusts
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Death Certificates
A death certificate is the official confirmation of the death of an individual in a certain state. They are typically prepared by a funeral home and the certifying physician, and then are maintained in and are available through the Vital … Continue reading
Posted in Debts, Funeral, Inheritance, IRS, life insurance, Probate, Wills
Tagged bank account, beneficiary, death, funeral, life insurance, trusts, wills
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