“I’m so confused! The woman at the bank said I have to keep this account here. The guy at the insurance company said I should really do this. And my friend said she didn’t do any of this. I don’t know what to...
Category: Estate Administration
When a Loved One Passes
October 18, 2018
We’ve noticed a pattern recently. It is often that I receive a call from a client or a relative of a client the day someone dies asking what they need to do. A person bereft with emotion, overwhelmed, and sometimes in a...
Common Estate Planning and Estate Administration Terms
October 17, 2018
When I started law school it felt like the professors were speaking a different language. And in a way, they were. The legal profession uses so many terms that have very particular meanings, that even though lawyers tend...
11th National Estate Planning Week Kick Off
October 15, 2018
The 11th National Estate Planning Week is upon us! Instead of focusing solely on estate planning, I’ll be focusing on what happens after the estate planning or the lack thereof, more specifically, the probate process. This...
Automatic Bill Pay: Blessing or Curse?
August 9, 2018
This post is part of our ongoing series exploring the impact of technology on legal issues. For an introduction to the series and a collection of the posts in the series, check out this post. “Thank you. We have...