Educational Videos

If this is your reason for not having an estate plan, here are some things to consider…

I’m too overwhelmed or too busy I don’t know where to start I don’t ...

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Educational Videos

What is an executor? What about a Personal Representative?

Executor vs. Personal Representative. What is the difference? ...

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Educational Videos

Is Probate Necessary? Why?

Why? – Real property solely titled in the deceased person’s name; – No beneficiaries ...

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Educational Videos

Existing Trust? Are all your assets transferred to your Trust? Will probate be required?

Existing Trust? Still happy with it? Great! Are all your assets transferred to your ...

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Educational Videos

Minor children? Watch this before listing a potential Guardian as a beneficiary to financial assets!

What if the person you think of does not become the Guardian? What if ...

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