What is an Estate?
Your belongings and assets cannot go with you after you’re gone. Estate Planning gives you the control to decide what happens to them. Everything from bank accounts and investments to real estate, cars, and even your favorite jewelry make up your assets and need to be distributed the way YOU want them to be.
Why should You plan Your will?
Your estate can be one of the most difficult things you will ever have to do. However, it is also one of the most important things that needs to be done. Doing this ensures that your family is well cared for and that they understand how your estate needs to be handled after your passing.
What is Probate?
Probate is the official process of validating a Will. This includes ensuring that the deceased person’s Will is, in fact, valid. An inventory of the deceased’s property must be taken, as well as having the property appraised, paying any debts and taxes, and distributing the remainder of the assets in accordance with the Will or the state law in the event there is not a Will.
What If I Don’t Have a Will?
If you don’t have a Will, someone must be appointed by the court to serve as the personal representative. This person is usually the closest capable relative to the person who has passed away.
Need help getting Organized?
When you plan your estate, you need to be financially organized. Once you know what and where your assets are, you can determine the disposition of your property to your family or others.
Once we have you organized, I can help with the best strategy for building your Will.
What If I Don’t Have a Will?
If you don’t have a Will, someone must be appointed by the court to serve as the personal representative. This person is usually the closest capable relative to the person who has passed away.
Need help getting Organized?
When you plan your estate, you need to be financially organized. Once you know what and where your assets are, you can determine the disposition of your property to your family or others.
Once we have you organized, I can help with the best strategy for building your Will.
