A Will Does Not Avoid Probate

Posted by Shawna Murray | Nov 06, 2017 | 0 Comments

A Will alone does not avoid probate because the probate court is required to oversee the transfer of property if you do not have a properly funded Trust. Some of the pitfalls of probate are discussed, including the possibility of multiple probates, and the actual cost of probate is detailed in this blog post.

Just Married? Then You Are Ready for Estate Planning.

Posted by Shawna Murray | Oct 16, 2017 | 0 Comments

As newlyweds, I bet you have spent a lot of time planning a life together and consolidating homes, so this is an ideal time to plan for your future life together as a couple. Leaving things to chance eliminates so many options when it comes to estate planning and can result in unintended consequences if you or your spouse should die without a valid Will or Trust.

Child Going Away To College?

Posted by Shawna Murray | Sep 04, 2017 | 0 Comments

If your child is college bound, you have probably made several to-do lists to help prepare for the move but have you considered any estate planning? Your son or daughter is an adult now and there are 5 estate planning documents that experts recommend they have prepared.

7 Common Problems that Can Arise with Joint Ownership of Property

Posted by Shawna Murray | Aug 14, 2017 | 0 Comments

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. he appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through probate. Joint property is also perceived to be easy to setup, but joint ownership can also cause unintended consequences and complications.

13 Things That You Need to Consider When Choosing a Guardian for Your Children

Posted by Shawna Murray | Jul 29, 2017 | 0 Comments

Since I have become mother, I could not imagine anyone else raising my sons. No one can do that better than me. However, it is very important to take a moment and decide who could be a capable of raising your children if you and their other parent where unable. Without estate planning, the person you believe would be the best candidate may never get appointed as your children's guardian. This list can help you decide who would be the best choice for your children.

The 4 Documents You Must Have to Prevent a Court Appointed Conservatorship

Posted by Shawna Murray | Jul 22, 2017 | 0 Comments

Incapacity can be a temporary or permanent disability where you are incapable of making informed decisions about your finances and well-being. Having a comprehensive incapacity plan in place can prevent a court-appointed conservatorship. There are four documents that are crucial to have in place so that your loved ones can avoid court, be prepared, and can most effectively help you during your incapacity.

My Mission

My personal mission is to make estate planning as accessible, efficient and streamlined as possible so that individuals, families, and business owners are motivated to express their estate planning goals, and then families and business partners do not have to deal with the disastrous fallout from a lack of planning.

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