Category Archives: Estate and Trust Administration
A Low-Pressure (And Fun) Way to Discuss Legacy and Estate Planning
The hardest part of legacy planning or estate planning isn’t necessarily choosing the right fiduciaries, or deciding how to distribute your wealth fairly among your loved ones… the hardest part of legacy planning or estate planning is often simply talking about it with family. In fact, having “The Discussion” can be such a daunting… Read More »
Probate and Estate Administration
When a loved one passes away, his or her estate may needto go through a court-managed process called probate or estate administration where the assets of the deceased are managed and distributed. If your loved-one owned his or her assets through a well drafted and properly funded living trust, it is likely that no… Read More »