Estate Planning
Q&A with Loraine: Trusts, Wills and Probate
Question: My friend, Pete, just lost his mother. He is having a difficult time knowing what to do about her estate because it involves a ...
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Letter of Instructions: Significantly Reduce the Hassle on Your Chosen Fiduciaries (Updated February 2023)
A Letter of Instructions (LOI) is a written or electronic document that sets out all the information that your fiduciaries will need to help assist ...
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Q&A with Loraine: When all assets are in the deceased spouse’s name, who owns them?
Question: When all of a couple’s assets are in the wife’s name, do those assets pass directly to the husband when she dies or can ...
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Q&A with Loraine: Will changed four days before death
Question: If a Will is changed four days before death when the signer is oxygen-deprived, is the Will legal? Background: My stepfather and my mother ...
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Q&A with Loraine: Deceased LinkedIn Member
Question: How can we have an online profile for a deceased team member deleted from LinkedIn? Background: A deceased colleague of ours continues to be ...
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Q&A with Loraine: Administrator amendment
Question: How do I amend a probate administrator decision? A number of siblings were left off the original filing. Loraine’s Answer: I think that your ...
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Q&A with Loraine: Probate costs
Question: How much does it cost to probate a standard will? There is no land, money, or other assets in the estate to be distributed. ...
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Q&A with Loraine: Distribution of Jointly Owned Property
Question: How is the distribution of joint property handled when a married couple have separate wills but own assets together? I understand that assets that ...
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