When I meet with new clients I have them fill out what we refer to as our estate planning “questionnaire”. Basically, a form that asks them to insert personal information on the first two pages and financial information on...more
“Probate” is a legal term for the Court process of transferring assets out of a deceased person’s name and to that person’s heirs and/or beneficiaries. The difference between the term “heir” and the term “beneficiary” is...more