Resources

Resources

Resources Downloads to help you plan well Quick links to all downloads: “Special Stuff” List and Planning Worksheet 12 Reasons Not to Give Property or Money to Your Kids Right Now Checklist: What to Do When a Loved One Dies Funeral Planning Guide Life...
Do I need an attorney to assist with probate?

Do I need an attorney to assist with probate?

After losing a loved one, many people ask the question, “Do I need to hire an attorney?”That depends — do you know what needs to be done? Are you having problems transferring assets? If everything is in joint tenancy – meaning the survivor becomes the...
Probate

Probate

Probate ESTATE PLANNING Have you just lost a loved one? On top of the grieving and loss, there are legal and financial details to deal with. Sometimes a lot of details. Where do you turn for help? We regularly work with families to address these challenges after...