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Unfortunate Outcome; No Wills Available – No Next of Kin
From time to time, the following, unfortunate situation occurs. Recently, a potential client contacted me as she was the Immediate Emergency Contact (ICE) for a good friend of hers who died. He was 84 years old and had expired approximately one week prior in his apartment  before being discovered. My
Probate F.A.Q.'s
What is Probate?Probate is the process by which your last Will is determined to be your final statement and confirms the appointment of the person or institution you have named to administer your estate. The term probate is also used in the larger sense of probating your estate. In this
Durable Power Attorney
Although it does happen, it is a rare event when I suggest that a client not sign a Durable Power of Attorney (DPOA), a document that creates a legal, enforceable relationship between the person who signs it (known as the "principal") and the person who acts for the principal (known
Planned Giving Techniques
Planned Giving Techniques Supporting your house of worship or favorite charity (exempt entity) through gifts is a great way to reduce income and death taxes. Gifts may include cash and cash equivalents, securities, insurance policies, retirement plan assets, personal property and real property. Subject to rather liberal restrictions, you may