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August 2014 Archives

How to protect your heirs from confusion and disappointment

Step one: do the planning. Too many families are thrown into frustrating, time-consuming, expensive probate disputes because a comprehensive estate plan simply wasn't in place. You can start with a detailed list of assets with a name by each to indicate who should receive what. Your attorney can help you with this, as well as with estate valuation and the proper documents to ensure a smooth and smart distribution to heirs.

Wills and trusts: Protecting assets while avoiding probate

Many bases have to be covered in a comprehensive estate plan. Essentially, you're not only planning for the future, as if it's an unknowable set of circumstances; you're actually creating the future for you and your loved ones. By organizing your estate and drafting the appropriate documents now, you can reduce the number of unknowns and rest assured that your loved ones are provided for.

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