Tag Archives: planning

The Importance of Special Needs Planning

If you have a special needs child, adult child or you provide for such a person in your will (for example, leaving funds to a special needs person who may be your nephew, granddaughter, or the child of someone you … Continue reading

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Avoiding A Contest

Oftentimes when I meet with clients desiring to do estate planning, little thought is given by the client to how smoothly the processing of their estate will go after they are gone.  So here are a few things to keep … Continue reading

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Involving Your Entire Family in Planning

As our families grow, the change can be exciting but it should also be a reminder to keep plans updated. As we age, whether we are grandparents, parents, aunts, uncles or parents with small children, we should create or update … Continue reading

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Signed My Will – Now What? (part 3)

In the first two posts in this series I addressed communicating where your will can be found and the need to prepare burial instructions. In this post I will address a number of other important documents to gather together. The … Continue reading

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Common Probate Misconceptions

Probate is a term that refers to the process of a court determining the validity of a will, usually appointing a person to administer the estate according to that will, and often overseeing that administration.  Many of the details of … Continue reading

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