Category Archives: Uncategorized

Basics of Probate, Part 2

I’m excited that I will be presenting Basics of Probate, Part 2 twice in the coming month.  If you are interested in attending, Part 1 is not a prerequisite.

Basics of Probate, Part 2 – What do you do when your spouse or a loved one has passed away? On top of the grief which you experience from your loss, must you now spend countless years going through “probate?” Fortunately, the probate process can be done efficiently and quickly, and often times probate is not even necessary. This presentation will provide advice about how to avoid the probate process through diligent planning and explains the basics of going through probate should it be necessary. Important issues and topics to be addressed include:

  1. Whether you need to use an attorney for probate or can do it yourself
  2. How to handle probate if you choose to do it yourself
  3. Key terms involved in the probate process.
  4. First steps to take when you are administering an estate.
  5. Determining whether or not estate administration is even necessary.
  6. Means by which to avoid probate without a trust (and without lawyers).
  7. How to avoid probate with common assets, like real property and cars.
  8. Shortened probate methods, such as summary administration, spousal allowance, and collection by affidavit
  9. Overview of the complete probate process and critical document filings (Part 2 includes more focus on forms and filings)

Creekside at Bethpage on 8/29/17

I will be presenting “Living Trusts: why you probably don’t need one” to my friends at Creekside at Bethpage on Tuesday, August 29th from 6-7 pm.

Have you gotten a postcard recently from an attorney telling you not to be a “burden” on your children, to avoid “burdening” them, you must use a trust? Are you afraid of the “hassle” and “delay” of probate? Do you wonder if your neighbor having a trust means you should have one too? This presentation takes the mystery out of living trusts and explains when a trust is necessary and when it is not. Important issues and topics to be addressed include:

  1. When is a trust necessary? When is it not?
  2. What is a living trust? What is a testamentary trust? Do you need either?
  3. How does a living trust operate?
  4. Does a trust help you avoid creditors?
  5. Does a trust really help you avoid probate? (you might be surprised)
  6. How you can avoid probate without a trust (and without lawyers)
  7. Are other documents needed if you have a trust?
  8. How does tax planning tie in with a trust?

Carolina Arbors on 8/8/17

I am looking forward to presenting to the residents of Carolina Arbors on August 8th from 10-11 am.  The topic is “Living Trusts: why you probably don’t need one” and we’ll discuss if a living trust is right or even necessary for most individuals.

Creekside at Bethpage on 7/20/17

I’ll be presenting “The Basics of Probate” to a group at Creekside at Bethpage on Thursday, July 20th at 6:00 p.m. Sign up to attend and you’ll find out the following:

What do you do when your spouse or a loved one has passed away? On top of the grief which you experience from your loss, must you now spend countless years going through “probate?” Fortunately, the probate process can be done efficiently and quickly, and often times probate is not even necessary. This presentation will provide advice about how to avoid the probate process through diligent planning and explains the basics of going through probate should it be necessary. Important issues and topics to be addressed include:

  1. Whether you need to use an attorney for probate or can do it yourself
  2. How to handle probate if you choose to do it yourself
  3. Key terms involved in the probate process.
  4. First steps to take when you are administering an estate.
  5. Determining whether or not estate administration is even necessary.
  6. Means by which to avoid probate without a trust (and without lawyers).
  7. How to avoid probate with common assets, like real property and cars.
  8. Shortened probate methods, such as summary administration, spousal allowance, and collection by affidavit
  9. Overview of the complete probate process and critical document filings

Carolina Preserve on 7/12/17

I’ll be presenting “The Basics of Estate Planning” to a group at Carolina Preserve on Wednesday, July 12th at 10:00 a.m. Sign up to attend and you’ll find out the following:

What is the difference between “estate planning” and having a will? Do you even need a will? Who will take care of you when you can no longer do so? Do you need a trust? This presentation explains some of the fundamental estate planning documents and what they accomplish. After attending this presentation, you will understand what a will, power of attorney and trust can and cannot do. Important issues and topics to be addressed include:

  1. What does a will do? Is one necessary?
  2. When should you update your will?
  3. What are typical provisions in a will?
  4. What is a power of attorney?
  5. What is a health care power of attorney? What is a living will?
  6. Do you need a trust? What are the pros and cons of having a trust?