by Lauren Jackson | Jan 12, 2024 | Attorney, Estate Planning, executor, Lawyer, Revocable living trust, Trusts, Wills
Throughout the years, we have helped clients who believed that they were not getting their fair share of an estate or their family’s personal belongings. Unfortunately, even dealing with family, sometimes especially when dealing with family, when money or...
by Lauren Jackson | Dec 2, 2023 | Attorney, Billing, Estate Planning, executor, Lawyer, Trusts, Wills
As more AI is developed, there will be more web-based companies that you can choose to help you draft your estate plan. Online companies will make promises to lure you in with convenience or an upfront cost that might seem too good to be true. Let’s review why...
by Lauren Jackson | Oct 13, 2023 | Attorney, executor, Lawyer, Probate
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, Estate Planning, executor, Lawyer, Supplemental Needs Trust, 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 | Sep 8, 2023 | Attorney, executor, Lawyer, Probate
Being named executor of an estate for a family member or friend, is a responsibility that should be taken seriously. You will be considered the personal representative for the estate, meaning it is your responsibility to manage the estate and distribute the...
by Lauren Jackson | May 2, 2022 | executor, Probate
When a loved one dies it is a very stressful time for all family members involved. If the decedent completed their estate plan (including funding it) a lot of the work to transfer the assets upon death has been done. Someone should only have to implement...
