Category: Linda’s Guide to Leaving a Legacy Blog

Myths and Frequently Asked Questions: Choosing the Right Trustee

Myth #1. Only professional trustees (such as banks and other financial institutions) can receive compensation for their work. A trustee is entitled to reasonable compensation ...
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Ways Your Will Can Be Revoked

What Is in a Will? A will—more formally known as a last will and testament—provides instructions about who should receive a person’s money and property ...
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My Mom and Dad’s 60th Wedding Anniversary!! 

Happy anniversary mom and dad!!! I can’t sum up all my love and feelings for you in just a small space in a newspaper. It ...
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 Myths and Frequently Asked Questions Reasons to Avoid Probate

Question 1: What is probate? Probate is the process by which a court validates the authenticity of a deceased person’s will; appoints a personal representative; ...
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Legal Perils of Joint Ownership between Unmarried Couples 

Cohabitation without marriage is becoming more common in the United States. When you live with a romantic partner, it may feel as though you share ...
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Steps to Take When a Loved One Dies 

Losing a loved one can be overwhelming especially the first couple of weeks after your loved one passes away; it is important to keep in ...
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Happy Valentine’s Day! 

Valentine’s Day is a special time when couples and families express their love and appreciation for each other. One way to show your love is ...
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Myths and Frequently Asked Questions – Standalone Retirement Trust

Myth: Individual retirement accounts (IRAs) are exempt assets in bankruptcy. Fact: The federal Bankruptcy Code protects up to $1 million of assets (adjusted for inflation ...
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Wills vs. Trusts:  In Plain English 

Everyone has heard of wills and trusts, but most are “fuzzy” about the difference between them as they are rooted in complicated, centuries-old law. Let’s ...
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Important Milestones You Can Incorporate in Your Estate Plan 

Life is full of contingencies. While some outcomes are relatively certain, other events are more difficult to predict. This uncertainty can create estate planning challenges. ...
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When it comes to planning for your future and your family, Sommers Law Group is here to help.

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