Make sure you have “people” when filling out legal forms
During tax season there was a commercial in which a woman was critical of her husband for using purchased computer software to prepare their tax return. When her husband stated that he was “stuck,” she said, “Let’s ask the box.” The point was that the user of the software did not have anyone to consult when he ran into problems or had questions. They did not have “people.”
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FEATURE ARTICLE – Rebecca A. Hobbs, Esq., CELA summarizes the tasks to be undertaken as an Executor under a Will.
PRESS RELEASE – Melissa A. Iacobucci, Esq. and Rebecca A. Hobbs, Esq., CELA Montgomery Bar Association Appointments
STAFF SPOTLIGHT – Meet Barbara J. Brenton, Legal Assistant
OWM FIRM NEWS & UPCOMING EVENTS – Rebecca A. Hobbs, Esquire, CELA, David A. Megay, Esquire, and Kathleen M. Martin, Esquire, CELA have upcoming speaking engagements.
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Finding out that you have been selected to be a family member’s Executor can be both an honor and a huge time commitment. Although each estate administration varies depending on the complexity and issues that may arise, there are certain duties of an Executor that are consistent regardless of those complexities and issues. It is important to understand that an Executor does not have any responsibilities before a death has occurred. Additionally, just because you are named as an Executor in a Will does not mean that you have to accept that role. If you do not want to serve as the Executor, you can sign a Renunciation. …
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To launch our new blog, we decided to address a topic that tends to be misunderstood, that is, probate. The word “probate” tends to invoke negative feelings. It is almost as if probate is a big conspiracy to get individuals to pay money to an attorney and to a court when it appears unnecessary. We can assure you that probate is not as big, bad, and scary as many think. And, as much as I enjoy a good conspiracy theory, “probate” is not part of a conspiracy to take your money. That being said, there are definitely tricks and tips that can help simplify your estate and cut down on estate administration expenses upon your passing. Planning ahead by making sure your estate plan is in order is the best way to save money for your heirs.
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Common questions from many estate planning clients are “what is probate” and “how do I make sure my family doesn’t have to probate my estate.” Unfortunately, there is a lot of misconception with regard to the probate process.
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