Trust Administration

New FDIC Regulations May Affect How Your Trust Is Insured

May 27, 2022

Trusts are a popular estate planning tool for many families because of the protections they provid...

Why Do I Need to Set up a Living Trust?

May 23, 2022

If you have been thinking about making or updating an estate plan, chances are you have wondered if...

What Legal Rights Does a Trust Beneficiary Have?

May 18, 2022

At its most basic, a trust is a legal relationship between three parties: the grantor (also called t...

Planning for Flexibility in Your Trust

Oct 30, 2019

As any estate planning attorney will tell you, estate planning is important, because the future is...

Can a Trustee or Attorney-In-Fact Be Compensated?

Jan 25, 2018

A trustee and an agent under a power of attorney are fiduciaries, meaning they are obligated to act ...

What to Do When a Family Member Dies

Dec 10, 2015

Common Sense Tips from 25 Years of Experience The first minutes and hours after a loved one dies ar...

Who Gets Mom’s Ceramic Chickens?

Aug 20, 2015

Unlike money, personal belongings usually cannot be divided equally after their owner passes away. F...

New Guides Help Those Appointed to Manage Someone Else’s Money

Feb 18, 2014

Have you been officially asked to manage someone else’s money? For example, have you been named as...

Online Service Helps Executors Locate Financial Info

Nov 07, 2010

One of the most challenging things for many executors is trying to locate and organize the decedentâ...

The Estate Tax Expires, But….

Feb 21, 2010

The Good – The Estate Tax Is Repealed, For Now Effective January 1, 2010, there is no longer a ...