by nextAdmin1 | Feb 22, 2023 | Probate and Trust Administration
Why You May Still Have to Open a Legal Probate Proceeding Probate is the legal process for recognizing the validity of a person’s Will after their death and appointing the nominated decision maker. This person, also known as personal representative in the state of...
by nextAdmin1 | Feb 22, 2023 | Retirement Planning
Want to Leave Your Retirement Account to Your Minor Child? Consider These Things First Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries of these accounts because they think it is a...
by nextAdmin1 | Feb 22, 2023 | Estate Planning
Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan Make a gift. If you plan to disinherit or provide a proportionally smaller inheritance to a family member than they expect, consider making a gift to the family member close in...
by nextAdmin1 | Feb 13, 2023 | Estate and Trust Administration
Owning your own business or investment portfolio can be incredibly rewarding. However, to preserve the fruits of your labor and dedication, you must do everything you can to protect it. Whether you seek to protect yourself, your investments, and your family from...
by nextAdmin1 | Feb 13, 2023 | Estate Planning
Life is full of contingencies. While some outcomes are relatively certain, other events are more difficult to predict. This uncertainty can create estate planning challenges. Because life changes quickly and sometimes unexpectedly, your estate plan needs to be...
