Estate Planning

If a person only has a few thousand dollars in the bank and no other assets, should you still file probate

Q&A with Loraine: If a person only has a few thousand dollars in the bank and no other assets, should you still file probate if they have a Will?

Question: If a person only has a few thousand dollars in the bank and no other assets, should you still file probate if they have ...
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What legal form do I need to remove four deceased siblings from a family deed, while three siblings remain?

Q&A with Loraine: What legal form do I need to remove four deceased siblings from a family deed, while three siblings remain?

Question: What legal form do I need to complete to remove four deceased siblings from the family deed, yet leave my three remaining siblings? Loraine’s ...
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Q&A with Loraine: Trusts, Wills and Probate

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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Significantly Reduce the Hassle on Your Chosen Fiduciaries

Letter of Instructions: Significantly Reduce the Hassle on Your Chosen Fiduciaries (Updated July 2024)

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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