I recall a few years ago when a client passed away. His assets were not insignificant. His passing was sudden, and left serious issues affecting his family and his estate. His health had begun to deteriorate, but he thought there was still time. Nevertheless, he...
“Probate” is a term most have heard but don’t know what it means. Some know it has something to do with a Will, but don’t know how. More than a few have been told it is something to avoid, but aren’t sure why. What is probate? Probate is a process to help ensure that...
I often ask attendees of my presentations if they have been told “probate” is something to avoid. Invariably, I see several heads nodding “yes.” Many are not sure why they are supposed to avoid probate. However, the most common reason I am told is that probate is...
As I have discussed in the many other articles, many people have been told they should avoid probate. Usually, they are told they need to avoid probate because of its cost. (Interestingly, most people have no idea what probate actually costs or what it should...
