» Probate

A transfer on death (TOD) deed is a legal document that allows a property owner to designate a specific person or entity as the beneficiary who will automatically inherit the property upon the owner’s death, without the need for probate. The de… Read More

You met with an elder law or estate planning attorney, discussed your goals, and signed documents reflecting your wishes. With a sigh of relief, you store your documents away and check that item off your to-do list. But wait! Don’t forget to mark y… Read More

A personal representative (aka executor) administers the estate of a deceased person. This blog serves as a general guide when probate is needed, but some circumstances will require additional steps. We encourage you to reach out to an attorney for a… Read More

A personal representative (PR) is an individual or entity appointed by the Probate Court to administer the estate of someone who has passed away. The PR may be someone who was named in the will of the decedent or, if there was no will or the will did… Read More

When creating an estate plan, it is important to understand the difference between probate and nonprobate property. When you die, the assets you own will be distributed depending on what type of assets they are and how you own those assets. A basic u… Read More