Not every asset belongs in a living trust, and placing the wrong property there can create unnecessary complications for heirs.

A probate caveat can provide protection for your interests during estate administration. However, it is not always the best approach and requires careful consideration.

Your mom told you not to worry; she had everything handled. You were her power of attorney, helping her pay bills and manage her accounts. When she passed away, you assumed you’d simply continue handling things the same way you had been. Then you tried to deposit the insurance check. The bank clerk looked at the […]