» Probate Court

What’s that Document Called Again?

"Mistitling of assets is one of the prominent causes of failed estate plans," asserts Avani Ramnani, CFP®, director of financial planning and wealth management at Francis Financial, a wealth management firm in New York. What might go wrong… Read More
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The Executor’s Cheat Sheet

One of the most important things someone can do to best ensure their estate is handled without a hitch is to appoint the right person as the estate’s executor, sometimes called a representative. So what do you need to do if you’ve been appointed… Read More
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“Will” You or Won’t You?

Natural disasters happen! Catastrophes! Accidents! Illness! No one gets out of this world alive, but we can plan to make it easier on those we leave behind. If you have accumulated assets or have minor children, you need to do some estate planning. T… Read More
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Know When to Update Your Estate Plan

Updating your estate plan isn't something you think about too often. Why should it be? You're happy, healthy, and you have a good life. Letting the negative "what ifs" creep in only puts a damper on your day. As painful as it is t… Read More
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How to Care for Your Pet … After You Pass Away

We love our pets. Nearly two-thirds of all Americans have a pet, and among those who do, nearly 70% have a dog; 50% have a cat; 11% have fish; 8% have birds; and 7% have horses, rodents or reptiles. Nearly 90% of all pet owners consider their pets to… Read More
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New Regulations Affect Family Limited Partnerships and Family LLCs

The Internal Revenue Service is about to toughen the rules on a type of investment vehicle that has been abused by some very wealthy families to avoid millions of dollars in taxes. The wealthy are allowed to use family limited partnerships, family li… Read More
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Check Out This Estate Sale!

The Orange County Public Administrator’s Office has dealt with its share of unusual inheritances. There was the protection they once had to arrange for a $500,000 ring. And there was the pet eel. But theupcoming estate sale of Gerald Willits, a Bue… Read More
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Basic Estate Planning Mistakes You Can Stop Making

Estate planning tends to get pushed to the back burner, as more pressing financial tasks take center stage. But neglecting estate planning is a huge mistake. Estate planning may involve hiring an attorney or financial advisor, but plenty of people ma… Read More
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Estate Planning Lessons in the Death of Whitney Houston’s Daughter

Bobbi Kristina Brown’s tragic death offers a number of poignant end-of-life lessons for parents, young adults, and seniors alike. First and foremost, health and legal experts say Brown’s death spotlights the need for establishing written advance… Read More
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Problems Posed by Probate

For those who have specific goals for their assets once they leave this world, an estate plan becomes an essential component of their financial plan. There are many benefits to having an estate plan, including ensuring that your wishes will be carrie… Read More
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