Jan 27, 2021

Another question that we receive often is “should I name a trust as beneficiary of my estate?” In a recent case, Rhonda reached out to us, because she wanted the benefits of a trust (avoid probate, reduce chance of a “will contest,” etc.), but she was not quite ready for the headache of a full-blown trust...

Jan 20, 2021

Instead of appointing a family member to administer an estate, you can hire a professional executor. We often get asked if this is a safe and better route. In a recent case, Sean contacted us to discuss this option. In his particular situation, he is from a blended family. His mother died and she is survived by three...

Jan 13, 2021

Happy New Year! Solo Ager experts Joy Loverde, Sara Geber, and Carol Marak were kind enough to share their thoughts with us on what Solo Agers should map out in the new year. Here are your seven new year resolutions from your favorite Solo Ager experts:

Joy Loverde, is the author of two books, The Complete Eldercare...

Jan 6, 2021

You may be surprised to learn that we receive requests quite often from people who wish to change their probate lawyer. This was the exact situation one of our clients was facing recently. “Linda” started her probate case with another lawyer but realized along the way that he was not doing a good job. So, she...