Category Archives for 2019

Do You Really Need A Non-Probate Estate?

non-probate estate

Assuming you have listened to the many presentations voicing the idea you should avoid probate, you might have decided to jointly title all of your assets or make all your accounts payable on death or transfer on death believing that these actions avoid all complications. You anticipate you will avoid inheritance taxes. As a spoiler […]

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Moving to a Care Community? – Read the Agreement

Moving to a Care Community? – Read the Agreement

When you have finally decided to move from home to a senior retirement community that has levels of care – or when moving to a personal care/assisted living community – you and your family might not be in the mood to read legal agreements. The type is usually small and you figure you have no […]

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When You Might Go to Court Because of a Trust

Courthouse Becuase of Trust

Here is a situation you might consider. Your great-great Uncle Cyrus named you as a beneficiary of a Trust established by his Will. Every month (or quarter or year) you receive a distribution that you await with anticipation. You never actually read the documents but you know your cousins have been complaining recently because the […]

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