Justin, My daughter keeps telling me that I need to see an attorney to make sure my “affairs are in order” and I’m getting sick of it. Several years ago I signed a last will and testament. Shouldn’t that be enough to get her off my back?
Isn’t My Will Enough? Read More »
Justin, I keep hearing that I need to do everything I can right now to make sure my estate doesn’t wind up in probate court when I die. Is probate really that big of a deal? How much effort should I put into this?
Is Probate Really A Big Deal? Read More »
Justin, my mother recently passed away, and I called to ask for the claim form on her life insurance. The company refused to give me any information. She was a widow, and I’m her only child. Why won’t they talk to me?
Why Won’t The Insurance Company Talk To Me? Read More »
Justin, My financial advisor recently raised a concern about the beneficiary designations on my IRAs. He said naming my living trust as a death beneficiary on my IRAs was a bad idea, but I’m not clear on why. Can you shed some light on my situation?
What’s Wrong With My IRA Plan? Read More »
Justin, my brother and I were co-owners of some land. He passed away, and I’m trying to sell the property, but the title company said I have to probate his part. After my dad died, my mom was able to sell their house without any problem. I don’t understand why I’m having trouble?
Why Am I Not The Sole Owner Now? Read More »
Justin, I’m ready to get my affairs in order, but I don’t even know what questions to ask. I assume I either need a will or a trust, but I don’t know which is better. How do I decide which is right for me?
Will or Trust? Which Is Right For Me? Read More »
Justin, five years ago, I used a life estate deed to sign my home over to my three children to keep it out of probate court. About a year ago, my son died. I think it’s time to redo my deed to remove my son’s name—what will be involved?
How Can I Change My Deed? Read More »
Justin, my husband and I just moved to Arkansas from Maine. We had wills and power of attorney documents prepared several years ago while we were there. Do we need a new plan now that we live in Arkansas?
Do we need a new plan after a move to Arkansas? Read More »
Justin, my mother died last month. She had a will leaving everything to me, her only son. I’m also her executor. When I went to the bank to close out her accounts, they wouldn’t even talk to me, even though I had the will with me. Can you help?
Is This Will Any Good? Read More »
On Father’s Day in 2013, Frank surprised his three children by turning tradition on its head. Instead of waiting for his kids to give him a Father’s Day present just like they’d done time and again over the years, he gave them a gift they weren’t expecting.
To Deed or Not To Deed? Read More »
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