You were named estate executor under a will. You have been asked to handle a number of tasks in administering an estate. This means you should obtain legal advice. This post explains there is now only a two-year window to file certain claims in court. What does…
Read full article
Alex is caring for his aunt who can no longer handle paying her own bills. Alex’s aunt, however, is nervous about signing any legal papers. She should consult with her own lawyer to review any documents. The aunt has options to consider before signing property powers of…
Read full article
Lisa was finally leaving for her dream vacation. She wanted her daughter, Chloe, to handle her finances while she was away. She learned that she could specify that Chloe as her property power of attorney to handle her stock portfolio or that she could give her broader…
Read full article
Have you ever wondered: When someone dies, what happens next? It’s a mystery, for sure. If you have lost a loved one, I understand how you feel. If you ask most estate lawyers what happens next, they could give you a step-by-step guide to probate a will…
Read full article
The wrong executor can, accidentally start family feuds, waste your money and rob your family and friends of their rightful inheritance and future security. Sloppy, incompetent, negligent or dishonest executors can plunder your estate. It can happen to you. I’ll describe three common mistakes that can cost…
Read full article
Worried you’ve not chosen the right executor? This free 30-minute webinar will help you discover the new factors to choose estate executors. When: TODAY – Thursday, September 18, 2025 at 2 p.m. EST Where: Online via Zoom Enjoy this free webinar from the comfort of your home…
Read full article
Choose Your Estate Executor Wisely: How to Avoid Costly Mistakes Worried you’ve not chosen the right executor? This free 30-minute webinar will help you discover the new factors to choose estate executors. When: Thursday, September 18, 2025 at 2 p.m. EST Where: Online via Zoom Enjoy this…
Read full article
Clients ask me if it is okay for their adult children to use online will providers to make their own wills. The answer is not complicated, but you must know why. First, let me make two disclaimers: You can have your financial planner answer questions about estate…
Read full article
When should you invest in a lawyer-prepared will? Should you make one now, when you buy and house, or have a child? What is the goal of your estate plan? Why do I ask about your estate planning? Because I believe you do it for the people…
Read full article
Do you need court approval of your management of a person’s affairs? This may mean you are a guardian, an attorney for property or an estate executor. Are you looking to have your compensation confirmed? If so, you may need to pass your accounts in court. What…
Read full article
416 769 - 9800