What to Do When Loved Ones Die

Review Decedent’s records or safe deposit box to locate estate planning document, i.e. Will or Trust. If an estate is needed, the Personal Representative named in the Will/Trust will handle the probate administration. Notify Social Security of the death. If you are a...

Tidbits on Transfer on Death Deeds

Tidbits on Transfer on Death Deeds (TODDs) So often, clients want to avoid probate and may think that a Transfer on Death Deed (known as “TODD”) is the best way to go about it. However, every client needs an estate planning attorney to review and discuss with them the...

Formalities of Formal Probates

Dealing with a probate after a loved one dies is not an easy task. A probate is necessary when a Decedent owns real property in his or her own name alone, of any value, or if the value of non-real estate probate property is over $75,000. While the process may be...