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Are your funeral arrangements in will documents legally binding? Learn why these wishes might not be followed and how to secure your plans with a better strateg
If I Add My Child To My Bank Account, Does That Solve Estate Planning?
Is adding child to bank account enough for estate planning? Learn about probate avoidance, hidden risks like creditors, and better alternatives like living trus
If I Have A Will, Does That Mean My Family Avoids Probate?
Does having a will avoid probate for your family? Learn why a will alone does not skip the probate process and explore estate planning tools that actually do.
When Spring Arrives With Grief
Losing a spouse brings profound grief and complex legal tasks. Learn about probate deadlines, death certificates, and how to find support during this time.
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 […]
Why You Shouldn’t Use AI To Write Your Estate Plan
A courtroom is a fantastic place for a lawyer to get a real education. I’m telling you, probate court is like a masterclass in “What Not to Do” when it comes to estate planning. I see all sorts of things, but the common theme is always the same: a badly-written plan leaves a massive, expensive […]
Why Outdated Beneficiary Designations Can Wreck Your Estate Plan
When people think about estate planning, wills and trusts often come to mind first. But there is a simple tool that can make a big difference in ensuring your assets pass smoothly to your loved ones: beneficiary designations. A beneficiary designation is a simple way to name who will receive a particular asset when you […]
What Is a Testamentary Trust and How Does It Work?
When it comes to estate planning, you’ve probably heard of wills and living trusts—but what about testamentary trusts? If you’re looking for a way to provide for your loved ones while maintaining some control over how your assets are distributed, a testamentary trust might be a great option. So, what exactly is a testamentary trust, […]
How To Use Power Of Attorney to Avoid Guardianship
Adults who are no longer able to handle their finances or make healthcare decisions for themselves are set up for “living probate,” which refers to a guardianship or conservatorship. In simpler terms, you want to avoid guardianship for the same reason you want to avoid probate. The real situation you want to prevent while you […]
Selling vs. Keeping Inherited Properties: What to Consider During Probate
Inheriting real estate can be both a financial opportunity and a potential source of stress—especially when multiple heirs are involved. Deciding whether to keep or sell the property depends on a variety of legal, financial, and emotional factors. Below, we explore the pros and cons of each option, how the probate process plays into the […]
