I have often wondered why I work with so many clients whose loved ones didn’t have any planning documents in place before a health crisis or even worse their death. Based on conversations with friends, family, and some previous clients, here are some of the reasons that prevent people from completing their wills: 1. I don’t own enough. If you…
Category: Wills & Trusts
Have you checked your beneficiaries in a while?
There are four ways to give what we have to those we love at death: joint ownership, trusts, wills, and named beneficiaries.
You Have Your Way, but Where’s Your Will?
Not finding a loved one’s signed, original will is very frustrating. If the will cannot be found, then it cannot be used. Clients sometimes tell me that their mom or dad died with a will, but it can’t be found. Courts will not probate the idea of a will, so we actually need the signed original. In some circumstances, a…
What happens if you die before you sign your will. Who gets what?
People frequently wonder what will happen if they die intestate – that is, without a will. Don’t worry, the state has written a will for you, but it just may not be the one you want. The following is a summary of that state-authored will: • If you are married and have children under the age of 18, your…