by Matthew | Oct 27, 2022 | Estate Planning
Life insurance policies and retirement policies are examples of “non-probate assets.” These accounts will transfer to the beneficiaries named in those policies upon the death of the account holder. We have often heard clients previously advised to name the...
by Matthew | Sep 27, 2022 | Estate Planning
Those of you who have been estate planning clients and have heard my speech about keeping hard copies of documents in a place that is accessible to others may be amused to hear that I don’t always practice what I preach. An anecdote from a recent trip provides a...
by msmyers | Jun 3, 2021 | Estate Planning, Probate
If a loved one passes away and you discover that you are a beneficiary of their estate, do you need to hire an attorney? Short answer: not necessarily, but possibly. Do you know what to do when you are a beneficiary of an estate? Here are some circumstances in which...
by msmyers | Mar 29, 2021 | Estate Planning, Probate
You just found out that your favorite Aunt Melba has died. Apart from the grief and sadness, you also receive a notice from the lawyer handling Aunt Melba’s affairs stating you are a beneficiary. Your best friend advises you to get a lawyer. What should you do? Will...
by msmyers | Jul 6, 2020 | Estate Planning
For several years we have added to our summer blog a reminder about getting legal documents ready for college. This year our firm has two employees and children of two others graduating from high school (and one from college!) Congratulations Brantley, Caroline,...
by msmyers | Apr 2, 2020 | Estate Planning
Congress just passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This act aims to assist small business owners with current needs. The attached guide serves to provide information about the major programs and initiatives that will soon be available...
