Tag Archives: Estate Planning Basics

What is Probate?

I spend a lot of time designing estate plans for people to avoid probate. What is probate and why do we want to avoid it? What is Probate? First of all, probate isn’t necessarily a dirty word. It’s exists to protect you in a way. Probate is the court supervised process to appoint an executor, […]

Estate Planning Everyone Needs

The Estate Planning Documents Most People Need Do you need estate planning? The answer is yes, but what exactly does that mean? The key is to make sure your affairs are handled smoothly both while you’re alive AND after you pass away. Here’s the estate planning everyone needs. Regardless of your net worth, most people […]