Monthly Archives: February 2016

Death & Taxes

  Benjamin Franklin once said, “In this world nothing can be said to be certain, except death and taxes.” As April 15th draws near, the law offices of Provence Messervy and the CPA firm of Jarrard, Nowell & Russell often … Continue reading

Posted in Advanced Estate Issues, Estate Planning Tips | Tagged , , , , , | 6 Comments

WHAT ARE NON-PROBATE ASSETS?

Assets that are not required to go through probate are commonly referred to as “non-probate assets.” This term causes significant confusion amongst our clients and readers. This term simply refers to any assets which transfer automatically at the time of … Continue reading

Posted in Estate Planning Tips, Personal Representative's Duties, Probate 101 | Tagged , , , , , , , , | 16 Comments