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When a person passes away, their assets must be disbursed in a manner consistent with state laws and following the directions they put forth when they were alive, as stated in their will. A probate lawyer guides the executor of will or beneficiaries of an estate through the probate process: From identifying estate assets and beneficiaries to distributing assets and inheritances. What is a probate lawyer or probate attorney? A probate lawyer is a state licensed attorney who works with the executors and the beneficiaries of an estate to settle the affairs of the decedent. In some instances, probate can be avoided if all the decedent’s assets have been placed in a trust. A trust can ensure a smooth transfer of property outside of court and legal proceedings. Is a probate lawyer the same as an estate attorney? A probate lawyer is also known as an estate attorney and will be involved in different ways depending on the particular circumstances of that estate. Their involvement will depend on the value of the decedent’s assets and whether or not they had a last will and testament at the time they passed away. In cases where no will exists, beneficiaries file claims and sue for what they believe they are entitled to. In situations where there is a will, challenges may arise as to the validity of the will, also leading to possible litigation. What does a probate lawyer do? Specifically, here are some of the common tasks a probate lawyer may assist an executor and beneficiaries with during the probate process: · Collecting proceeds from life insurance policies · Identifying and securing estate assets · Obtaining appraisals for the decedent’s real property · Assisting in the payment of bills and debts · Preparing and filing all documents required by a probate court · Determining if any estate or inheritance taxes are due, and making sure those debts are satisfied · Resolving income tax issues · Managing the estate checking account · Transferring assets in the decedent’s name to the appropriate beneficiaries · Making a final disbursement of assets to beneficiaries after all bills and taxes have been paid Have questions about working with a probate lawyer? We’re happy to answer your questions. The Meyerson Law Team helps people just like you everyday. So, call anytime: (678)-892-5910 x 111 (Julie)
As our population grows older and more seniors face the realities of long-term care, we will can help alleviate this financial burden.
Spring is the perfect time to evaluate your estate plan to ensure that it continues to meet your needs, or to finally set one up. Spring cleaning your estate plan now means that you can head into your summer fun and activities with this important task off your to-do list! Here are some items to consider when spring cleaning your estate plan: 1. Address Family Dynamic Changes Have there been any milestone changes in your family dynamic recently? Maybe there was a death, a birth, a marriage, a divorce – anything that may require you to make a change to your will or trust. A simple change in address can affect the estate plan and cause more stress and time for your heirs. 2. Update Your Asset Inventory Have you sold a home, made an investment, started a new business? A change in your assets and wealth may lead to a change in your estate plan distributions, as well as tax planning for your estate – it’s a good idea to make sure you document any major changes. 3. Check the Beneficiaries It is a great idea to look over your beneficiaries on your trusts, wills, guardianships, and other estate documents. Make sure that everyone named as your beneficiary is who you want to inherit that asset! 4. Review Your Insurance and Investments You should review your retirement accounts, insurance policies, and stocks and other investments and make sure you have listed beneficiaries on these accounts as well as updating beneficiaries if needed. 5. Protect Your Pets Your pets play an important role in your life, and you need to protect them after you are gone. Who do you want to take care of them after you pass away? Can that person handle the costs it will take to care for the pet or should you leave them maintenance funds? The Bottom Line To give yourself peace of mind and protect your family’s future generations, you need to take steps to have an up-to-date and well-organized estate plan. An estate plan spring cleaning is the best way to ensure that nothing was forgotten or unnecessarily clutters your plan. At Meyerson Law Firm, our estate planning attorneys have experience in creating or updating estate plans to fit each client’s personal circumstances. Please contact our office to schedule a meeting with our experienced attorneys to spring clean your estate plan! 678-892-5910.
MEYERSON LAW FIRM
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