The term “estate” refers to the property that a deceased individual left behind.  The assignment and transfer to named devisees in a Will, or heirs when there is no Will, heirs, may necessitate a probate court application and appointment of an Executor (Personal Representative).  Small estates, under $75,000.00, can often be handled outside of the […]

Probate is a court process by which assets of a deceased individual are distributed after creditors are paid.  A “Probate” court proceeding is often necessary when the deceased held real estate, stocks, bonds, or bank accounts in their name alone.  Probate takes time to ensure interested people are given notice and creditors have a chance […]

Elder Law encompasses not only estate planning, including Wills and the Probate Process, but also pre-death legal issues including medical assistance qualification, long-term care planning, and the appointment of present decision-makers through Powers of Attorney and Healthcare Directive. An Elder Law attorney, such as Mr. Kelly, will work with your CPA to address potential estate […]