Instead of the IRS, Probate Court or a Nursing Home. Attend a FREE SEMINAR to Find Out How a Proper Estate Plan Can Benefit Your Family... ...Seating is limited so follow the link to reserve yours today! https://spgasior.com/local/estate-planning-seminars.aspx. … [Read more...] about Make Sure YOUR Estate Goes to the People You Love!
Considerations When Making Beneficiary Designations
One do-it-yourself estate planning strategy is to make beneficiary designations on your bank accounts. The benefit of beneficiary designated accounts is that they go to whom you name at the time of your death with little more than a death certificate and proof of identification. This is an option that is often implemented to avoid probate. In our firm, we believe that the Revocable Living Trust … [Read more...] about Considerations When Making Beneficiary Designations
Your Estate Matters
Follow the link to listen to last nights broadcast of Your Estate Matters with Attorney Paula M. Mattson-Sarli. Your Estate Matters - Beneficiary Designations … [Read more...] about Your Estate Matters
Your Estate Matters – Beneficiary Designations
Don't forget to tune in today to WNAV Radio on 1430 AM or 99.9 FM @ 3:50pm to listen to Your Estate Matters. Today's topic "Beneficiary Designations" with Attorney Paula M. Mattson-Sarli. … [Read more...] about Your Estate Matters – Beneficiary Designations
Considerations about Joint Tenancy
Have you ever had a neighbor or a friend tell you to make it simple and just add your child's name to the deed of your house? When you die the home will pass automatically to the child without the need for probate. Well that is true. If you add your child to the title of your house as a joint tenant with rights of survivorship at your death, your home will immediately transfer to your child and … [Read more...] about Considerations about Joint Tenancy
Your Estate Matters
Follow the link to listen to last nights broadcast of Your Estate Matters with Attorney Colleen Sinclair Prosser. Joint Tenancy … [Read more...] about Your Estate Matters
Be Prepared for Your Estate Planning Consultation
During the estate planning process, your estate planning attorney will ask you to answer questions and you, in turn, will have many questions of your own. This line of communication is important in the designing, drafting, and implementation of your estate plan. Just like a medical doctor needs to know your background and symptoms, your attorney needs to know your background and legal … [Read more...] about Be Prepared for Your Estate Planning Consultation
Your Estate Matters
Follow the link to listen to last nights broadcast of Your Estate Matters with Attorney Colleen Sinclair Prosser. Your Estate Matters … [Read more...] about Your Estate Matters
Your Estate Matters – Preparing for your Estate Planning Consult.
Don't forget to tune in to WNAV Radio on 1430 AM or 99.9 FM @ 3:50pm to listen to Your Estate Matters. Today's topic "Preparing for your Estate Planning Consult - What your Estate Planning Attorney will need to know" with Attorney Colleen Sinclair Prosser. … [Read more...] about Your Estate Matters – Preparing for your Estate Planning Consult.
Read Your Deed!
The way you choose to title your property can have far-reaching consequences. Not only are there different ways to hold property but your ability to control the property may be limited and you may not even realize it. One way to hold title is as “Tenants in Common”. I often see this type of titling used when siblings or heirs inherit property from the settlement of an estate. What makes … [Read more...] about Read Your Deed!
