Our Blog - Surety Matters

We all know—at least in theory—the importance of having a will that clearly communicates our intentions for passing along assets (be they few or many) It’s also important to appoint someone to execute the will…
Read Moreabout Assets Passed Outside of Wills?

Testator Intent or Scrivener’s Error? A recent sibling dispute over a will in Texas underscores the importance of testator intent in probate law. An appeals court affirmed a trial court decision to reform a will,…
Read Moreabout Testator Intent or Scrivener’s Error?

 When setting up a trust for a loved one with special needs, you’ll also choose a trustee, which might be yourself, or a friend, relative or professional. No matter who you choose, it’s important to…
Read Moreabout Special Needs and the Trustee Role

Along with the spring showers, there’s been some uncertainty in the air about the required minimum distributions for inherited retirement benefits. Estate law practitioners explain the confusion and offer an update. The Secure Act of…
Read Moreabout IRS Estate Law Updates

Typically when someone dies without a will, an administrator is appointed in probate court to settle the affairs of the deceased. When there is a will, an executor generally performs this role. In either case,…
Read Moreabout Settling Affairs: Get A Bank Account

Probate Explained Probate is not as scary as it can sometimes sound. Understanding the basics will take a weight off your shoulders if you are executing or administering a will. Even getting a probate bond…
Read Moreabout Probate Explained

  Typically when someone dies without a will, an administrator is appointed in probate court to settle the affairs of the deceased. Frequently, probate courts require the administrator to obtain a type of fidelity bond,…
Read Moreabout Court Appointed Administrators Explained

  Estate planning experts are helping older adults realize unspoken hopes about the “right” distribution of assets to grown children. Sometimes this results in less equal, but ultimately more fair plans.  Realistic and transparent family…
Read Moreabout Unequal But Fair: Estate Planning

Legal experts caution that adding a child to your bank account for efficient access to funds upon your death can create its own complications. Additionally, doing so is not nearly the same as formalizing your…
Read Moreabout Joint Bank Accounts Create Complications