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Delivering Peace of Mind & Security

Using a Trust to Avoid Probate

Why a Trust Is the Best Option to Avoid Probate Ideally, when someone passes away, the paperwork and material concerns associated with the deceased’s passing are so seamlessly handled (thanks

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Tips For Overwhelmed Executors

Three Tips for Overwhelmed Executors While it is an honor to be named as a trusted decision maker, also known as an executor or personal representative, in a person’s will,

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Why Avoid Probate?

Three Reasons to Avoid Probate When you pass away, your family may need to sign certain documents as part of a probate process in order to claim their inheritance. This

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Celebrity Probate Disasters

Three Celebrity Probate Disasters and Tragic Lessons One would assume that celebrities with extreme wealth would take steps to protect their estates. But think again: some of the world’s richest

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Probate: Good or Bad?

The Pros and Cons of Probate In estate planning circles, the word “probate” often carries a negative connotation. Indeed, for many people—especially those with valuable accounts and property—financial planners recommend

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