Have Some Will Power

Some personalities are just too strong to die. In life, they’ve made it their mission to have a reputation – the one who could make anyone laugh until they cried, the over-bearing mother who “always knew best” for her kids, or the sarcastic father who took nothing seriously, even his last Will and Testament. Willing [...]

Will Your Business Die With You?

As warm summer breezes slowly transform into cool Fall days, we begin dusting off the to-do list we started pre-June. For many, it’s weighted by our every-day business needs: preparing for tax season, annual reports, charitable holiday giving, and rearranging our work schedules to better align with our kids’ new school schedules. While I’m sure [...]

WHAT IS A HEALTHCARE POWER OF ATTORNEY/PATIENT ADVOCATE DESIGNATION?

As mentioned in a previous blog post titled “The DL on POAs,” a Power of Attorney (or “POA” for short) is a legal document that gives another person, who is often called an “agent,” the authority to act on your behalf should you become incapacitated and unable to care for your own affairs.  The two [...]

NATIONAL ESTATE PLANNING MONTH: CELEBRATE YOUR LEGACY

It seems like there is always some sort “national something-or-other” to celebrate. Last week recognized National IPA Day and National Girlfriends Day. Tomorrow is International Cat Day. Later this week is National S’mores Day. While we can’t celebrate every holiday, there are a few significant ones that should make us all stop and think – [...]

MY LOVED ONE DIED AND I AM NOMINATED PERSONAL REPRESENTATIVE. HELP!

 Losing a loved one is a tragedy that everyone will eventually face. It can be overwhelming to cope with a loss, not to mention the stress of learning and managing your responsibilities as Personal Representative (PR). But, there’s no need to fret - we are here to walk you through your responsibilities. First: Commit First, [...]

DEBT AFTER DEATH

It is very difficult to live an entirely debt-free life. Purchasing big-ticket items is a way of life (think homes, cars, and luxurious vacations) not to mention the things we need to pay for every month, like utilities, insurance, taxes, and medical bills. We do our best to pay off all of our debts, but [...]

WHY DO I NEED A WILL?

Who Wants to Talk About Death? Many individuals postpone writing a will for a variety of reasons. First, people understandably associate wills with death, and would prefer to avoid thoughts pertaining to it until necessary. Second, many may view writing a will as expensive, and deem the financial costs as outweighing the benefits of actually [...]

COMMEMORATING ON MEMORIAL DAY

It’s hard to believe this weekend will already be Memorial Day weekend. For some people, an extra day off means barbeques, beers, and sunbathing. But, for many, this will be a long weekend of mourning and commemorating the loved ones that have paid the ultimate price of freedom. Memorial Day: Meaning and More Memorial Day [...]

NOTING OUR NURSES DURING NATIONAL NURSES’ WEEK!

I have had the pleasure of meeting plenty of nurses in my lifetime who, simply by knowing and caring for their patients, win over and over again. In the realm of probate, we work with, support, and witness the healing powers of nurses on a daily basis. Just last week, the nation’s heart broke during [...]

WELCOMING A NEW PROBATE PRO: AMY PETERMAN

Please share in our excitement as we welcome Amy Peterman to The Probate Pro team! Amy started sharing her expertise with us as an official Probate Pro on Monday, April 24, and will primarily focus her practice on probate litigation matters and appeals. Amy joins us after a seasoned career of more than 25 years [...]