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Trust Funding: Set Your Trustee Up for Success

Trust Funding: Set Your Trustee Up for Success

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing.

However, signing the trust agreement does not end the estate planning process. To work properly, the trust needs to be funded.  

What Is...

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Estate Planning & Administration
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Your Nosy Neighbor Can Find Out About Your Probate. Really.

Your Nosy Neighbor Can Find Out About Your Probate. Really.

Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process.

However, because wills are filed at the courthouse, probated estates become a matter of public record. That means your nosy neighbor can simply go down to the courthouse or hop online and find out...
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Estate Planning & Administration
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3 Simple Ways to Avoid Probate Costs

3 Simple Ways to Avoid Probate Costs
The bad news: When a deceased person’s estate (which is simply a term referring to all of their money and property) has to go through probate (the court-supervised process of distributing a deceased person’s money and property), it can be subject to a variety of costs stemming from attorneys, executors, appraisers, accountants, courts, and state...
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