05/07/2025
Lately, we’ve had an abnormal number of probate cases, so we're posting this as a reminder that you can avoid the exorbitant cost of probate (see image below) if you plan your estate! Recently, we heard about a respected local family whose patriarch died without an estate plan, leaving the family confused and facing several hundred thousand dollars in probate fees.
Now that tax season is over, this might be the right time to consider whether you have an estate plan, and if you do, whether you need to make any changes. Estate planning isn’t just for the wealthy, it’s for anyone who cares about what happens to their assets and family. Take control of your legacy and gain peace of mind.
I’m happy to email you my flat-rate price list and a questionnaire to get started, and initial consultations are always free! Send me a message for more info. --Mary