Helping our neighbors plan for their family’s future and avoid painful issues.
I am astounded how often I am asked what I think about using an online resource like LegalZoom to prepare a Will or other estate planning documents. Really? My normal response is to ask whether or not the person would try DIY dentistry on themselves or a loved one. Why would you want to trust that an on-line questionnaire could gather enough information from you about your family and your financial assets to prepare Read More
In my estate planning seminars, one of the first subjects we address is estate probate. In fact, at the last seminar, a guest asked what was the origin of the word “probate”? I had to confess that I didn’t know. My assistant looked it up during the dinner and we were able to report back that it comes from the Latin word “probare” meaning to test or prove. So to probate a Will is to “prove” it officially so as to Read More
