by Amy Refeca | Sep 2, 2024 | Administration, Bank Accounts, Estate Planning, Funding, Insurance, Living Trusts, Probate, Revocable Living Trust, Trust Funding, Trusts
We are sharing resources on trust funding because WE think it is the most important step in preparing a living trust based estate plan. But why do we think this? And why should you also think this? This is how we talk with our clients and potential clients about...
by Amy Refeca | Jan 27, 2022 | Administration, Estate, Estate Planning, How We Help Women, Insurance, Last Will & Testament, Probate, Trusts
Probate is the court process of taking what a person owned at their death and transferring it to the person or entity entitled to receive it after the person died. How long does probate take? Who the “entitled person or entity” is to receive money after I...
by Amy Refeca | Jan 25, 2022 | Administration, Estate, Estate Planning, How We Help Women, Last Will & Testament, Probate
Yes. A will goes through probate. A will does not avoid probate. Short answer. Now let’s dig further into what happens if you die with a will. Starting with the premise that a person who is dead cannot own anything. So one moment you own something, say a...
