Videos

 “So, one of the things when I’m talking with estate planning clients is they have a question about, ‘What is probate?’ Probate is the legal process of transferring a deceased person’s assets to whoever they’re supposed to go to.

 “A question I don’t have that often, luckily, but that still comes up, is a client asking that general question of, ‘Why do I even care about estate planning?’ I’ve done this long enough to where I’m pretty direct

 “When we’re talking with estate planning clients and the topic of a will comes up, often times we’re asked, ‘Does a will cover all of my assets?’ And the short answer is, it can. It depends on your estate

 “And the simple answer is that it’s any asset that you may have an ownership interest in that doesn’t transfer outside of probate by a transfer on death provision or payable on death provision or something like that.  An

I often walk clients through the essential components of a well-crafted will. At its core, a will outlines what happens to your assets when you pass away. Key elements include: a clear inventory of your possessions, a list of beneficiaries

I want to stress how critical powers of attorney are in any solid estate plan. These documents allow someone you trust to make decisions on your behalf if you’re ever incapacitated but still alive. A durable power of attorney gives