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June is finally here; warm days, long evenings, perfect for the beach and picnics! June also brings the sound of wedding bells. Whether you’ve been dreaming of this day for years or your beautiful “yes” led to a whirlwind of planning, getting married is one of the most important decisions you will ever make. Marriage […]
Are My Funeral Arrangements/Plans Included In My Will?
Let’s face it: talking about funeral plans isn’t exactly a party, but it’s a conversation we need to have. It’s a heavy subject, but getting things sorted now can be a huge gift to your loved ones later. While making a new estate plan, many of my clients ask whether they can add their funeral […]
Avoiding Common Estate Planning Mistakes for Married Homeowners with Real Estate
When my grandparents bought their home in the 1950s, it was uncommon for a married couple to own property jointly. At the time, married persons were generally considered to be a single economic unit, and sole ownership by the husband was the norm. Things have certainly changed since then, but I still regularly encounter couples […]
What Are All The Documents You Need In A Complete Estate Plan?
Most people know they “should” have a will, but a truly comprehensive estate plan for someone living in Rhode Island is much more than that. It’s a collection of carefully coordinated documents that work together to protect you while you’re alive, provide for the people (and pets) you love when you’re gone, and make the […]
If I Add My Child To My Bank Account, Does That Solve Estate Planning?
We hear this question all the time: “If I just add my child to my bank account, does that take care of my estate planning?” It’s a completely reasonable thing to wonder. After all, if your child is already on the account, the money goes straight to them when you pass–no hassle, no delay, right? […]
If I Have A Will, Does That Mean My Family Avoids Probate?
The short answer is: No, creating a will does not avoid probate. Here’s what you need to know. Going through the probate process can be a daunting task for families, often accompanied by emotional turmoil. If you want to make things as easy as possible for your loved ones after you’re gone, you need to […]
Financial Powers Of Attorney (POA) And Living Trust Compared Side By Side
When building an estate plan, two documents come up again and again: the financial power of attorney and the living trust. On the surface they can seem to overlap, since both allow someone else to manage your assets when you cannot. But they work very differently, serve distinct purposes, and in most well-designed estate plans, […]
When Spring Arrives With Grief
I love spring. The air grows warm, the days stretch longer, and the earth wakes up in every shade of green. There is something genuinely hopeful about it. But spring also carries a quiet sadness for me. I lost my spouse six years ago in April. To this day, the way the morning light comes […]
When Is Probate NOT Necessary In Rhode Island?
Losing a loved one is tough, and the thought of navigating the estate process, especially while grieving, can be daunting. While probate is the legal process necessary to transfer assets from the deceased person’s name to their heirs or beneficiaries, it is not always required. Let’s look at common situations that allow an estate to […]
What Do I Do When A Family Member Dies In Rhode Island?
Grieving the loss of a family member is one of life’s most challenging experiences. The emotional weight of loss is compounded by stress and confusion, particularly when your loved one did not plan ahead. Without clear guidance from the deceased, families are left to navigate funeral arrangements, property sales, and asset distribution during an already […]
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