Tag Archives: trust administration

COVID-19 and Minor Children: Things to Consider Now

Protecting your family is important, especially when you have minor children, and even more so now that we are living through a pandemic.

With all of the unknowns of our current situation, you need some certainty. Having an up-to-date estate plan can be the first step toward providing that certainty in an uncertain world.   Many people view...
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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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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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