by Zachary Reams | Feb 25, 2020 | Probate and Estate Articles
Removing a trustee or invalidating a trust is not easy to do. In fact, it could take sometimes years to resolve. However, there are reasons: the person who executed the trust did not have the capacity to sign it; or, the trustee was mismanaging the assets. In those...
by Zachary Reams | Dec 5, 2019 | Probate and Estate Articles
There was a recent article in the Daily Sentinel that created a lot of buzz with my estate planning clients you can read here. All of sudden, everyone wanted a beneficiary deed. We wrote and recommended such a tool in 2016 It solves everything, am I right? Maybe....
by Zachary Reams | Jul 17, 2019 | Probate and Estate Articles
According to a study by Merrill Lynch and Age Wave, published through the TheStreet, “…nearly half of Americans over 55…have no will.” The cost is not an issue. Most put it off until it is too late. “It can be arduous in getting clients...
by Zachary Reams | Jan 2, 2019 | Probate and Estate Articles
Administering an estate or trust? Were taxes filed before the person died? How would you know? The IRS allows access to previously filed returns with authority. An unpaid income tax bill is common. Hopefully, there is a recorded lien to alert you. But some go...
by Zachary Reams | Mar 9, 2018 | Probate and Estate Articles
Nobody likes to think about their estate plan, because it makes you think about death or disability. It is an uneasy feeling–to brainstorm scenarios of plane crashes or nursing homes. To avoid that, we shelve estate planning for a later date....
