by Lauren Jackson | Oct 13, 2023 | Attorney, Beneficiaries, executor, intestate estate, Lawyer, open probate case, Probate, Small estate
If a family member dies without a properly executed estate plan, those left behind are faced with a highly stressful and unpleasant experience. There are many questions that must be answered. If the person who died has assets equaling a certain amount and are of a...
by Lauren Jackson | Sep 30, 2023 | Attorney, Beneficiaries, Beneficiary, Estate Planning, executor, Guardian, Lawyer, spendthrift trust, Supplemental Needs Trust, Trustee, Trusts
Over the years I have had clients who wish to leave assets or money to a beneficiary who is either on disability or doesn’t have the wherewithal to manage his or her own finances. If you want to leave money to someone, but are worried the beneficiary won’t use or...
by Lauren Jackson | Jun 13, 2022 | Beneficiaries, Estate Planning, Real Estate, Trusts
If you are part of a group of beneficiaries (2, 3, etc.) and have inherited a parcel or parcels of real estate together, there are a variety of ways in which the real estate may be distributed. First and foremost, if the real estate is owned by a trust, the trustee of...
by Lauren Jackson | Mar 3, 2019 | Beneficiaries, Estate Planning, Revocable living trust
Yes, if you are named in a trust as a beneficiary then you are entitled to a copy of the trust and an accounting annually of the entire estate. A lot of people keep their estate plan private for a multitude of reasons. However, when someone dies and you have...
