Top 4 Estate Administration Mistakes

Last week we learned the Dos and Don’ts after losing a loved one. This week we’ll explore the Top 4 Estate Administration Mistakes. The first mistake is Going to the Clerk of Court before Seeking Legal Advice. As discussed last week, going to the Clerk of Court first can lead to filing an unnecessary full […]

Dos and Don’ts after a Loved One Passes Away

When a loved one passes away, most of us are not sure what to do next. It’s a highly emotional time and we don’t want to do the incorrect thing. Below are some Dos and Don’ts upon losing a loved one. Do: Take care of the funeral arrangements; see if arrangements have already been made, […]

How to Choose a Trustee for your Trust

As we have discussed previously, having a good trust that has been properly funded can make or break your estate plan. However, a trust is only as good as its Trustee. While not everyone is lucky enough to have a lawyer or a financial planner in the family, there are some qualities that you should […]

What Makes a Good Trust?

As we discussed last week, Revocable Living Trusts can be an important component of an estate plan. They can express your wishes for how to handle your assets both during your lifetime and after you have passed, they can be changed as the circumstances of the Grantor’s life change, and they provide flexibility in inheritance […]