Paul Miller Law Office

When someone dies, their property passes to their heirs and beneficiaries in one of three different ways. A person’s assets will legally transfer either by title, by contract, or through probate.  Most of the time it’s better to avoid probate, which saves the estate costs, allows for ease of administration, is less stressful, and transfers assets quickly. One way to avoid probate is through jointly titling assets. Jointly titling means creating a joint tenancy. In other words, holding an estate or…

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It’s a good idea to review your estate plan every year or so. If there’s been a significant change to your plan then you may need to modify or update it. I suggest reviewing your estate plan at the beginning of the new year; the same time your getting financial documents together for tax season. Below is a list of “look-fors”, questions to ask yourself and reminders to consider as you review your documents: Financial Power of Attorney Who are your agents? Do…

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Summer is a time when most of us go on a trip or vacation. Many of us will travel overseas; here’s a couple estate planning and financial common sense tips to consider before you leave overseas for your holiday. Make copies of your financial and health care power of attorneys and take them with you, upload digital copies to the cloud, as well. If you’re in an accident, in a bind and need someone to handle your affairs, it’s best…

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