Estate Planning Checklist We’ve compiled a checklist of some things to consider and get taken care of when estate planning. Checklists are helpful and provide a great roadmap– so hopefully you’ll find this helpful and beneficial to your estate planning process. Create a last will and ...
Overview of Wills, Trusts, Estates, Intestacy, and Probate ◄ Current DocumentEstate Planning ChecklistEstate Planning for Digital AssetsNonprobate TransfersJoint TenancyDead Hand Control: Conditional Bequests and DevisementsProbate, Probate Court, and the Personal RepresentativeUniform Probate CodeProbate ...
Wills & estate planningCreating a legal will and estate plan is a way to protect your assets, property, and important wishes when you're no longer here.Guardianship Who will take care of your dependents if you’re no longer here? Whether you need to create a plan for children, an aging...
Estate Planning Checklist To have the most productive estate planning appointment possible you need to make sure you are prepared. Here’s what you need to gather and do before meeting with your lawyer. Speak to the person who you hope to make the executor of your will, if you don’t pla...
Family Tree Planning is your preferred Estate Planning & Trust firm in Scottsdale, Arizona 85254. We provide the best estate planning services including probate, living trusts, wills, financial planning, annuities & insurance.
For years, the topic of wills and estate planning was the province of lawyers almost exclusively. Then the Internet came… 3 Simple Money Moves To Make This Year March 9th, 2018 by: Theo Thimou As we welcome 2018, it's a great time to do a look-see ahead and make sure your fin...
father’s death, Amber (an Estate Planning partner in a NYC law firm) filed with the Surrogate’s Court a document, signed and acknowledged before a notary public, that stated: “I hereby irrevocably renounce and disclaim all of my right, title and interest in the estate of my late ...
As a soon-to-be-lawyer (only one more semester of school!!), I greatly appreciate this post. Even though it seems morbid, I like estate planning. That’s probably part of my type A personality; everything should be planned, especially the unexpected. And you can put almost anything in...