Author Archives: Missy

#1 You Left Someone Out and Didn’t Realize It How could you have left someone out and not realize it? It’s actually shockingly easy to make this mistake, and there are a lot of ways for this to happen – even if the trust states the person’s name in it, that person can still be […]

So you know you want to avoid the time and costs of probate, but you do not want a trust. No problem. Many of your assets can go to your family upon your death through non-probate transfers like TOD and POD designations. In this blog post we explain what non-probate transfers are, what types of assets they can cover, and how the transfer takes place after your death. We also explain the limitations of non-probate transfers so that you know what problems you need to consider.

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It’s that time of year again – It’s Baby Time! Whether it’s by accident or by design, July to September is the most popular time of year to have a baby. That means lots of baby showers, gender reveal parties, due dates and birth announcements, and of course, birthdays! In the midst of all this […]

Did you make one of these three common mistakes on your deed for your home? If so, you need to get them changed immediately, otherwise the ownership of your home could go somewhere you didn't intend.

It pays to be prepared. Getting an estate plan set up for yourself, or helping a relative to set up theirs, will ultimately save a significant amount of time, stress, and money.

If you are one of the 18 million Americans and counting in a committed relationship but not married, an estate plan is a must. Unmarried couples are generally treated like strangers under the default rules if one of you dies or become incapacitated - which is a huge problem. You need to have an estate plan in place to be treated similarly to if you were married.

It’s graduation season! That means it’s time to double check that each adult child you have graduating from high school or college has a HIPAA waiver and Health Care Power of Attorney set up, possibly even a general Durable Power of Attorney, as well. Once your child turns 18, they are considered an adult under […]