Tag: Steve Waltar

Probate is a court process to retitle assets. Probate is designed to create a “final accounting” upon death. It is the legal process of “proving up” a will, or verifying that a will is valid, takes place in one of two instances. First, if a person dies leaving behind a will, or second, if the deceased has died intestate, that is, has not left behind a will or estate plan of any type or the will cannot be found. Estate planning attorney Steve Waltar with Legacy Estate Planning joins Suzanne to give us a primer on probate.

Although Joint Tenancy offers some short-term conveniences, in the long run it poses a host of problems that can cost you and your loved ones many times the expense and headaches you thought you were avoiding. Estate planning attorney Steve Waltar with Legacy Estate Planning joins Suzanne to talk about the difficulties of using joint tenancy while trying to plan your estate.

If you don't file estate planning documents, your state will do it for you, perhaps not the way you expect. Estate planning attorney Steve Waltar with Legacy Estate Planning joins Suzanne to talk about various options available when planning your estate, what happens when you list beneficiaries, generally how wills work, living wills, living trusts, and Medicaid planning.