AVOIDING INTESTACY: KNOWLEDGE IS POWER What is Intestacy? The word originates in the Latin “in testatus,” meaning no witness. It means you die without...
Estate Administration
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Estate Administration
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My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now?
My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now? Are you concerned about how to stay organized while dealing with...
ESTATE ADMINISTRATION: FISCAL OR CALENDAR YEAR?
ESTATE ADMINISTRATION: FISCAL OR CALENDAR YEAR? As the executor of an estate, one of the major choices you’ll make is whether to choose the calendar...
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Latest Blog Posts
A Will or a Trust: Which One Do You Actually Need?
Most people know they should have an estate plan. Unfortunately, as little as 32% of Americans actually do. If you've been putting it off because the whole topic feels overwhelming, complicated, or frightening, you're not alone. But deciding between one or two core...
What Is a Manifestation Determination Review — and What Happens If the School Gets It Wrong?
A Manifestation Determination Review (MDR) can feel overwhelming. It’s overwhelming because it can significantly impact your child’s education. Understanding what’s happening and knowing your rights gives you the confidence to move forward in the best direction....
Do I Have Enough Assets to Need an Estate Plan?
For some of us, the term “estate planning” conjures up images of vast green lawns and Elizabethan-style mansions. Indeed, the primary definition of “estate” is “an extensive area of land in the country, usually with a large house, owned by one person, family, or...
Signed, Sealed, and Overlooked: The Items People Forget
When was the last time you reviewed your estate planning documents? Life is busy and brings changes over time. If you haven’t recently reviewed your estate planning documents, pull them out and check them against this list. Read more about the Most Essential Estate...
Does My Special Needs Child Qualify for Extended School Year (ESY) Services?
Key Takeaways: ESY eligibility is based on your child’s individual educational need, not on a category or type of disability. The IEP team determines eligibility based on documented data, including how your child has handled past breaks from school. Having an...