Is Probate Required If There Is a Surviving Spouse?
A common misconception is that you do not have to probate a will when your spouse dies.
How Does Probate affect Real Estate Transactions?
Is it better to transfer the title of the home to us, or to leave it as it is given her age and go through probate?
How Do Joint Accounts and Beneficiary Designations Work in Estate Planning?
Remember that a will goes through probate, so a husband and wife typically try to avoid it by using joint ownership or beneficiary designations. However, they’re often mistaken by believing the will still controls their estate.
Prince’s Estate Hits the IRS with a Million Dollar Lawsuit
Prince’s sudden death in 2016 triggered numerous court proceedings. First, probate documents had to be filed in court because Prince died without a will.
Estate Planning Needs for Every Stage
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
How to Make Beneficiary Designations Better
Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.
What Happens to Debt when You Die?
Creditors typically try to collect on unpaid debt, by going after the decedent’s estate during a process called probate.
Appeals Court Rules in Will Dispute between Ex-Wife and Brother
Recently, the Indiana Court of Appeals decided the case of Trowbridge v. Estate of Trowbridge. The case involved a man, Everett, who, despite their divorce, remained on good terms with his ex-wife, Christal.
Five Top Reasons to Add Beneficiaries to Investment Accounts
Losing a loved one isn’t just an emotional burden—it also carries an administrative load. There are flower arrangements to pick, eulogies to write and a stream of paperwork to sort through.
How Can You Disinherit Someone and Be Sure it Sticks?
Parents may delay creating an elder law estate plan, because of the in-law issue. Some parents are unfortunately estranged from an adult child, only because of the problematic son-in-law or daughter-in-law.