Why You Can’t Make an Estate Plan at the Bank
It’s not their job. Consider the perils of the joint account.
How NOT to revoke a will.
There are several creative ways to revoke a will. But you may be surprised by one way you can’t.
The oft-overlooked oral trust.
When an account, meant for you, was mistakenly made payable-on-death to someone else, all may not be lost. Don’t overlook the oral trust.
Joint Accounts: the Good, the Bad, and the UGLY
Everybody thinks they’re avoiding probate or estate fights by using joint accounts. More often, they’re just creating a bigger mess. Joint accounts have their place in an estate plan, but they’re fraught with danger. This article explores the good, the bad, and the ugly of joint accounts.
My loved one just passed away. Do I need to go through probate?
Not all assets are probate assets.