TAG: #transfer on death

How Can I Protect My Assets and Avoid Probate?

05.31.2023

A commonly asked question our firm often gets is “How do I protect my assets and avoid probate for my next of kin when I pass?” A few steps can easily be taken to avoid the probate process and protect your assets from defaulting to your estate.  Transfer/Payable on Death…

What happens to a POA after death?

02.16.2023

Let’s talk about what happens to a power of attorney after death. Let’s say that you have a power of attorney for financial purposes for a loved one. They have since passed away and you try and present it to the bank or to another entity in order to use…

Immediate access to funds

10.24.2022

When we talk about estate planning, a common concern of my clients is whether their loved ones will have immediate access to funds to pay for the burial or funeral, if arrangements have not already been pre-paid. One of the easiest ways to achieve this is by nominating someone as…