Articles
A Primer on Probate
By Leu & Peirce, PLLC Losing a loved one is never easy. Many people describe the weeks and months following such loss as “a blur.” After notifying family members, and planning and carrying out the […]
probate
Articles
Protecting Your Children’s Financial Security
Protecting Your Children’s Financial Security By Craig Watson Most people who have worked hard all their lives to accumulate assets generally desire those assets to be left to their children in the most beneficial way. […]
Articles
Be Very Careful With a Do Not Resuscitate Order
By Craig Watson Harold was an 80-year-old bachelor, a former fighter pilot, a colorful and fun loving guy. Unfortunately, he suffered a stroke. He lived alone so it was 24 hours before he made it […]
Articles
Why You Don’t Want A Handwritten Will
By Craig Watson Jim knew his mother’s health was declining rapidly. Jim’s father had died without a Will so his Dad’s probate was more costly and took longer. Jim assumed his mother Sally also lacked […]
Articles
Why you need an estate planning professional
By Craig Watson A lot of people are interested in avoiding probate these days. Pete already had a Will but he read an article about how to avoid probate. He decided that’s what he wanted […]
Articles
Where Did You Get Your Power of Attorney?
By Craig Watson John’s parents were in their 90s. They had banked at Big Bank for most of their life. They even owned stock in Big Bank since it was listed on the NYSE. When […]
Articles
He Did It Himself…And It Didn’t End Well––Craig Watson
Jack, a widower, passed away last year at the age of 92. He left an estate valued at $400,000. He was a veteran and relied on a Will that was provided to him free of charge by the military. […]
Articles
Dorsey & Company on what you need to know about beneficiary designations – LIVING WELL Magazine
What You Need to Know About Beneficiary Designations
Courtesy Dorsey & Company, Inc., New Orleans LIVING WELL Magazine
When you think about estate planning, the first thing that may come to mind is your will or living trust. However, while these are valuable documents, they do not have any effect on the distribution of many of your important assets. […]
Articles
Craig Watson on Planning to Avoid Probate – Texoma LIVING WELL Magazine
Planning to Avoid Probate and Guardianship without Using a Living Trust
Craig Watson, Texoma LIVING WELL Magazine
Arvie is an 85-year-old widow in good health. She delights in her two adult children, who also enjoy a good relationship. Her will was drafted over a decade ago. She owns a house (debt free) and about $150,000 in cash. She has a long term care insurance policy in case she needs nursing home care. She wonders if she needs a power of attorney and a medical directive, so she schedules an appointment with an elder law attorney. […]