A will names beneficiaries, but it can’t hold title to a house, a brokerage account, or an LLC. When someone dies with only a will,
After a loved one dies, their money and property that goes through probate must be distributed to the people legally entitled to it, either according
Death is a personal and private affair that affects the deceased’s close family and friends. However, there is at least one aspect of death that
While many proactive individuals understand the importance of having a comprehensive estate plan, they often assume that their plan addresses only what happens after they
KEY TAKEAWAYS Power of attorney is one of those terms that almost everyone has heard — but very few people truly understand. In this episode
A power of attorney sounds like a simple safety net. Sign a document, name someone you trust, and the problem is solved. DeDe Soto sees
Key Takeaways Introduction She found the notebook in the top drawer of her mother’s desk. Six pages. Every account. Every password. Username, password, recovery question.
Key Takeaways Introduction An estate plan may look perfect on paper—until your heirs need cash quickly. Life insurance can be a powerful tool for addressing
Key Takeaways Introduction You’ve brought it up before. Maybe it came up after watching a friend go through something hard, a probate process that dragged
A will feels like protection. It isn’t, not for the hours and days right after a tragedy. DeDe Soto, an estate planning attorney with the
