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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 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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How to Choose the Right Executor for Your Estate

How to Choose the Right Executor for Your Estate

POSTED ON: March 20, 2025 BY: April
Selecting an executor is one of the most important decisions you’ll make when creating an estate plan. Your executor will be responsible for managing your estate, ensuring your assets are distributed according to your wishes, and handling various legal and financial tasks. While it’s common to name a spouse, adult child, or sibling as the […]
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The Perks of Including a Trust In Your Estate Plan

The Perks of Including a Trust In Your Estate Plan

POSTED ON: March 18, 2025 BY: April
Estate planning may not be the most exciting task, but it is essential for protecting your assets and ensuring your wishes are followed. One strategy to consider is setting up a living trust. A living trust can help you avoid probate, maintain privacy, and provide flexibility to adjust your estate plan as life changes. Understanding […]
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How Women Can Plan for a Secure and Healthy Future

How Women Can Plan for a Secure and Healthy Future

POSTED ON: March 13, 2025 BY: April
Women face unique challenges as they age, from longer life expectancies to increased caregiving responsibilities and financial disparities. By taking early steps to prioritize health, financial security, and legal planning, women can maintain independence and peace of mind as they grow older. Here’s how women can take control of their future and age with confidence. […]
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