Aug 3, 2020 | Estate Planning & Administration
Frequently, when individuals or families are contemplating wills, trusts, and an overall estate plan, the question of probate court comes up and how to bypass the probate process. What is probate? Probate is a court-supervised, legal process of settling an...
Jun 16, 2020 | Estate Planning & Administration
While you may never be prepared for the loss of a parent, there are steps you can take to ease the burden of loss and make the transition easier when the time comes. First, know where your parent’s key documents are located. This could include everything from a last...
May 4, 2020 | Estate Planning & Administration
During times of uncertainty, many individuals find it important to update and add to their legal and healthcare related documents. Having the necessary documents and a plan in place can help reduce stress, especially during challenging times. Several of the most...
Feb 19, 2020 | Estate Planning & Administration, Understanding Trust Administration
Charitable planning is important to many families and can leave a lasting impact on organizations or causes that align with the family’s interests and values. Often, clients want to pass the philanthropic spirit down to future generations. Our directed...
Dec 2, 2019 | Distinctive Care, Estate Planning & Administration
Today is Giving Tuesday! Here are a couple of ways you can donate carefully. At year-end and during the holiday season, many Americans donate money to different charitable organizations. During this time, you may receive more requests for donations in the...
Sep 26, 2019 | Estate Planning & Administration
A letter of intent, sometimes called a letter of instruction, can be a helpful addition to your estate planning documents. Typically, an estate plan will include formal documents drafted by your estate planning attorney, such as: Last Will and Testament Living Will...
