Category Archives: Wills

These post concern the Last Will and Testament.

What is the difference between a Will and a Trust?


There are many differences between a Will and a Trust,  but the most basic differences are: (1) A Will only takes effect when you die, but a Trust can be operative during your lifetime and/or after your death. (2) Property … Continue reading

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What is the difference between an Executor and a Trustee?


The “Executor” and the “Trustee” are similar in some ways, but very different in others.  An “Executor” only acts if someone has died. The Executor can be nominated by the deceased person, but that selection must be approved by the … Continue reading

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What Happens to My Will When I Die?


When someone dies, the original of that person’s Will must be deposited with the Probate Court.   The Will becomes a public record and anyone can ask to read it. If all of the deceased person’s property is in a … Continue reading

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Why Do I Need a Will If I Have a Trust?


Having a Will even if you have a Trust is like having a safety net.  It is very common for people to accidentally leave something out of their Trust. A good example is the home. People buy a new home, … Continue reading

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What Does a Last Will & Testament Do?


A Last Will & Testament  can be used to nominate a guardian for minors; appoint an executor to handle your final affairs; and direct final disposition of your assets. Most people know what a Will is, but many are confused … Continue reading

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Top 4 “MUST HAVE” Estate Planning Documents


Estate Planning Everyone Should Have      Estate Planning is about Life.  It’s about security for those you love. It’s protection for yourself, if you become incapacitated. It’s a tool for creating a legacy or preserving a heritage. It’s a means … Continue reading

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Want a Peek at Some Interesting Wills?


Ever wonder what’s in other people’s Wills? Some very famous people have died with Wills that make for interesting reading – Thomas Jefferson, Howard Hughes, Leona Helmsley and Michael Jackson, to name but a few. If you’re curious, try these … Continue reading

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When is the Reading of the Will?


We’ve all seen movie scenes depicting the heirs and friends of the dearly departed gathered in a lawyer’s office for a suspense filled “reading of the Will.”  This is usually accompanied by some dramatic event, such as an “outsider” or … Continue reading

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Estate Planning – Don’t Ignore Your Child’s Special Needs


Estate Planning for Special Needs. Don’t Ignore the Issue.      A friend of mine was recently approached by her young child’s teacher, who suggested that the child may have some “special” problems.   Although my friend and her husband thought that … Continue reading

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Poll ~ Do You Have a Will?


How Diligent Are You in Planning Your Estate? 

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