Estate Planning

When we first meet with clients to prepare an estate plan, often, one of the primary goals is to avoid probate. Many people do not know, however, that even if you successfully prepare to avoid probate in your home state, without the proper planning, any property you own outside of your state may be subject to a specific type of probate proceeding called ancillary probate. To help better inform you about this type of probate proceeding, let us share with you a few common questions we receive from clients about ancillary probate.

What is ancillary probate?

Ancillary probate is a special type of probate proceeding that may be required in addition to a state probate proceeding. This is true if you own real property or other assets that are attached in a state outside of your home state.
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It is a common misconception that Estate Planning is just for wealthy people, while Elder Law is only for aging adults and seniors. In reality, however, neither is true. Everyone can benefit from thinking ahead to the future and planning accordingly, regardless of age. We know that planning for the future can be overwhelming to think about, but having an understanding of your unique planning goals and needs is important for you and your loved ones. This is why we want to share with you some information about both Estate Planning and Elder Law, so you can make an informed decision about the right type of planning for your unique goals and needs.
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What Is Estate Planning?

This is a question everyone should be asking themselves, yet unfortunately many don't and it is a sad situation when someone passes away without one.  Death is something that is not a matter of "if" this happens, but "when" this happens.

Estate Planning is for everyone.   

However, if you don't have one, don't worry because your State will have one for you, although you probably won't like it.  No matter how small or large your estate is.
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