Client Alert

How Are Collectibles Appraised In Probate?

You are sorting through your deceased parent’s assets when you stumble upon their beloved stamp collection. You research the stamps and discover that they could be worth a substantial amount of money. In probate, it is critical to have collectibles appraised when compiling an inventory of the estate’s assets. As a personal representative, it can be a good idea to understand the basics of appraisals during probate and what you […]

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Client Alert

Strategic Planning Can Prevent Inheritance Theft

Inheritance theft can occur right under family members’ noses and, sometimes, the thieves will even get away with it. Fortunately, there are things you can do to protect your unsuspecting heirs and prevent a person with ill intentions from succeeding in their thievery. First, you must know what inheritance theft looks to prevent it from happening to your own estate. Types Of Inheritance Theft The larger one’s estate is, the […]

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Client Alert

Hiring A Team Of Legal And Tax Professionals For Your Estate Plan

Employing a team of professionals to plan, review and administer an estate plan can be the key to preventing unexpected setbacks in the future. One of the main ways you can avoid experiencing setbacks is by hiring professionals who can assist you with taxes. This is particularly true if you own a business, considerable insurance policies or significant assets. Here are the top three professionals you may want to consider […]

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Client Alert

Five ways to avoid probate

If you are worried about the time and expense of having your estate go through probate, there are a few things you can do so that your family will not have to deal with it. Here are five examples of ways you can avoid probate: 1.  Start out with a small estate: If you can get it down under the probate exemption limit, you do not have to worry about it. The limit […]

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Client Alert

Chance Favors the Prepared Mind – Do You Have a Grab and Go Bag?

Dear Clients, Colleagues, and Friends, During a natural disaster such as the flooding that has taken place in Houston or Hurricane Irma in Florida, our first thoughts are for loss of life without question. With “Irma” a category 5 storm arriving on tail of “Harvey” there is not enough time to learn how to face a disaster fast enough. Our second thoughts are day to day survival and how to […]

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