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Category: Probate

Probate services refer to the legal services provided to individuals or families involved in the administration of a deceased person's estate. These services typically involve the court-supervised process of distributing the deceased person's assets and properties to their beneficiaries or heirs according to their will or state laws if there is no will. Probate services may include drafting and filing legal documents, representing clients in court, resolving disputes between beneficiaries, managing estate assets, and advising clients on tax implications and strategies for asset protection. The goal of probate services is to ensure that the estate is distributed in an orderly and fair manner while minimizing costs and maximizing the value of the estate for the beneficiaries. Probate services are often provided by lawyers, but may also be provided by other professionals such as estate planners or financial advisors.

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Estate Planning for Second Marriages How to Prevent Inheritance Conflicts

Estate Planning for Second Marriages: How to Prevent Inheritance Conflicts

POSTED ON: June 3, 2025 BY: Troy Werner
Blended families can bring a renewed sense of joy and stability, but they also introduce unique estate planning challenges. When one or both spouses have children from prior relationships, it’s crucial to plan ahead to avoid disputes over inheritance that can easily arise without proper legal safeguards. Despite the best of intentions, assumptions that love […]
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Why Having a Will Is One of the Greatest Gifts You Can Leave Your Family

Why Having a Will Is One of the Greatest Gifts You Can Leave Your Family

POSTED ON: May 28, 2025 BY: Troy Werner
Many estate planning attorneys have seen firsthand the emotional and financial toll that follows when someone dies without having a will. Without clear instructions, surviving loved ones are left to navigate a tangled legal process, often facing unnecessary conflict, delays, and even the possibility of children being placed in foster care. A recent Investopedia article, […]
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What Does a Probate Attorney Do?

What Does a Probate Attorney Do?

POSTED ON: May 26, 2025 BY: Troy Werner
When a loved one passes away, their estate often goes through probate, a legal process that oversees the distribution of assets, resolution of debts and execution of a will. Probate can be time-consuming and complex, especially when multiple heirs, significant assets, or disputes are involved. A probate attorney helps guide executors and beneficiaries through this […]
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Estate Planning for Single Dads: Protecting Your Children’s Future

Estate Planning for Single Dads: Protecting Your Children’s Future

POSTED ON: May 7, 2025 BY: Troy Werner
Estate planning is important for all parents, but for single fathers, it can be absolutely vital. Without a co-parent to rely on, single dads must take extra steps to ensure their children are protected—legally, financially, and emotionally—if something unexpected happens. A well-structured estate plan can secure your legacy, name trusted guardians, and provide a financial […]
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How Gene Hackman and Betsy Arakawa Used Trusts to Keep Their Estate Plans Private

How Gene Hackman and Betsy Arakawa Used Trusts to Keep Their Estate Plans Private

POSTED ON: May 5, 2025 BY: Troy Werner
When legendary actor Gene Hackman and his wife, Betsy Arakawa, passed away, the details of their estate plans remained largely private—thanks to their careful use of trusts. While their wills were filed in Santa Fe probate court, most of their assets were shielded from public scrutiny, showcasing one of the most important benefits of having […]
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Too Young for a Will?Why Every Adult Needs an Estate Plan—Even in Their 20s

Too Young for a Will? Why Every Adult Needs an Estate Plan—Even in Their 20s

POSTED ON: May 1, 2025 BY: Troy Werner
Being young and healthy may feel like a shield against life’s unexpected turns—but unfortunately, it’s not. Whether you’re just starting out in your career or raising young children, having an estate plan in place is an essential act of responsibility. A recent Barron’s article, “You’re Young and Barely Making Ends Meet. Why You May Need […]
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How to Pass On Your Home the Right Way: A Guide to Estate Planning Options

How to Pass On Your Home the Right Way A Guide to Estate Planning Options

POSTED ON: April 28, 2025 BY: Troy Werner
For many families, a home is more than just a place to live—it’s a major asset and a symbol of legacy. Naturally, one of the biggest estate planning questions we hear is: What’s the best way to pass my house on to my loved ones? While it may seem as simple as naming someone in […]
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Is a Revocable Trust Right for You Understanding the Benefits and When to Consider One

Is a Revocable Trust Right for You? Understanding the Benefits and When to Consider One

POSTED ON: April 25, 2025 BY: Troy Werner
Many people believe that trusts are only for the wealthy—but that’s a misconception. A revocable living trust can be an essential part of an estate plan for anyone seeking privacy, flexibility, and control over how their assets are managed and distributed. As highlighted in a recent Columbus Monthly article, “Planning Ahead: When to Consider a […]
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Inheriting a Home: Legal and Financial Steps You Need to Take

Inheriting a Home: Legal and Financial Steps You Need to Take

POSTED ON: April 11, 2025 BY: April
When a loved one passes away, the family home often becomes more than just a place—it turns into a complex responsibility. Whether you intend to keep, sell, or rent the property, there are several legal, financial, and emotional decisions to make. Understanding your obligations and options can help you navigate this process with clarity and […]
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Protecting Your Digital Assets in Your Estate Plan

Protecting Your Digital Assets in Your Estate Plan

POSTED ON: March 24, 2025 BY: April
Technology has transformed estate planning in many ways. Today, meetings with attorneys can happen over video calls, and documents can be securely shared through online portals. As estate planning evolves, it’s becoming increasingly important to account for digital assets alongside traditional assets like real estate and financial accounts. A recent article from Cape Gazette, “Estate […]
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