Difference Between Transfer on Death and Payable on Death Designation

Adding a payable-on-death (POD) or transfer-on-death (TOD) designation to an account allows the assets (money and property) in that account to be passed to a named beneficiary when the original account holder dies. Like trusts, POD and TOD accounts b… Read More
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Categories: Estate Planning, Probate

Bills and Services to Cancel—and Keep—When a Loved One Dies

A loved one’s passing is challenging on many different levels. In addition to the emotional difficulty of processing someone’s death, there are also the many tasks that must be dealt with, such as going through their various accounts and taking t… Read More
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Categories: Estate Planning, Probate

We Are Opening a New Office in Lake City in 2024!!

Long time Lake City based law firm Gartner Law Office, Ltd. is pleased to announce the retirement of Attorney Phil Gartner and that of his long-term associate, Maxine Shell, as he transitions his practice to the law firm of Wagner Oehler, Ltd. Phil a… Read More
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Categories: News

Sometimes Stuff Is the Most Important Part of Your Estate Plan

Most people usually think about who will receive their retirement and bank accounts, life insurance proceeds, real estate, and other valuable possessions upon their death. However, a person’s personal property (their stuff) can also be a source of… Read More
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Categories: Estate Planning, Probate

Assembling Your Own (Estate Planning) Team

Some of us may enjoy games like fantasy football that allow us to assemble our own star team with the players we think will provide the most value. While fantasy football is fun to participate in, have you ever given thought to the importance of esta… Read More
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Categories: Estate Planning

Estate Planning in Tim Burton's Sleepy Hollow: A Spooky Tale of Inheritance and Legacy

Tim Burton’s 1999 film, Sleepy Hollow starring Johnny Depp, is one of my favorites to watch this time of year. It is a dark and captivating film with Burton’s eerie style and gothic visuals. One of the other reasons I really enjoy this movie is b… Read More
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Categories: Uncategorized

Do Not Become a Statistic

Estate planning is important for everyone. It is about protecting yourself, your loved ones, and your hard-earned money (even if you do not have a lot of it). However, the numbers do not lie: most people do not see the importance of estate planning.… Read More
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Categories: Estate Planning

Estate Planning Roll Call: Important Legal Tools You Should Have

As with any roll call, it is important to make sure that everyone is present and accounted for. Similarly, when assessing an estate plan, several legal tools, or documents, should be in attendance to accomplish the goal of a complete and comprehensiv… Read More
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Categories: Estate Planning

National Grandparents Day: 3 Things to Consider Before You Make a Gift to Grandchildren

As grandparents, you likely love the opportunity to shower your grandchildren with gifts. In most cases, these gifts are given on holidays and birthdays and commonly consist of an item that may have been at the top of your grandchild’s wish list. W… Read More
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Categories: Estate Planning

Could a Testamentary Trust Be What Your Loved Ones Need?

One of the main reasons that a person creates a revocable living trust (a trust established during a person’s lifetime that they can amend or revoke) instead of relying on a will to transfer their money and property to their beneficiaries is to avo… Read More
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Categories: Estate Planning