What Happens If a Die Without a Will?

Q. If I die without a will, do my assets go to the state? A.  Generally, no. The state would be the last potential recipient, and then only if your successors or next of kin could not be located. Here is how your assets would be handled: Joint Tenancy Assets: Assets held in joint tenancy… Read More »

When Should I Update My Trust?

Q.  My wife and I have a Living Trust and related estate planning documents which were prepared some years ago. We were told that we should keep them current.  Do you have any advice in terms of when it is time to update or revise them? A.  When your trust was prepared, your attorney probably… Read More »