28 Jun 2015
18 Jun 2015
Probate Court and the Executor Removal ProcessThis is a sensitive subject but one that does unfortunately come up from time to time in probate court. The law requires the executor (also called a “personal representative”) of an estate to perform numerous obligations and always act in the best interests of the estate. When a person dies with a will in place, the will names an executor to oversee the estate’s administration. In cases where a decedent dies without a will, the probate court appoints someone to serve in this role. Whether the executor is appointed through the will or by the probate court, he or she must take care to handle the estate properly at all times. When an executor fails to properly execute his or her duties, the interests of the estate’s beneficiaries may suffer. This...
8 Jun 2015
Estate Planning Tips: Which Paperwork to SaveWhether you’re spring cleaning or just trying to declutter, you probably wonder how long you need to hang on to estate planning paperwork, legal documents, and receipts. If you’re like most people, you have thrown something away, only to realize down the road that you should have kept it. When it comes to estate planning, the question of what to save and what to toss becomes vitally important. Here are some general tips for what to keep and for how long.
Personal RecordsYou should keep estate planning documents like birth certificates, social security records, marriage certificates, divorce decrees, and adoption records forever. Store them in a bank deposit box or at home in a fireproof safe whenever possible. You should also make copies of these important personal records in case the originals...
22 May 2015