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As the baby boomer generation ages—and downsizes—more and more adult children will be tasked with going through their loved one’s belongings to decide what to do with everything. As more and more people downsize after retirement, china sets, furniture, heirlooms, and other belongings are often left behind and unwanted. Traditionally, these items have been passed…

Being asked by a loved one or friend to serve as an executor or trustee for their estate upon their death can be quite an honor, but it’s also a major responsibility—and the role is not for everyone. Serving as an executor or trustee entails a broad array of duties, and you are both ethically…

Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes to estate planning. If you haven’t planned properly, for example, just locating and accessing all of your digital assets can be a major headache—or even impossible—for your loved ones following…

Spring has officially sprung and that means it’s spring cleaning time. Shake out the rugs, clean out the cupboards, refresh your flower bed, and get your legal and financial affairs in order. For plenty of folks, it’s easy to know what to do when it comes to home organization, but the idea of legal and…

No matter how well you think you know your loved ones, it’s impossible to predict how they’ll behave when you die or if you become incapacitated. Family dynamics are complicated and prone to conflict even during the best of times. But when tragedy strikes a family, even minor tensions and disagreements can explode. And when…

Probate is often a mysterious legal term that one doesn’t know about unless they have had to deal with it. For example, when you are named on your unmarried aunt’s Will as the executor, and then were thrust into the Courts to settle the estate. Let me answer some common questions about the probate process…