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Leaving money to a beneficiary in a trust is much different than leaving it to them directly. If you give someone $20,000 in your will, they may just get a check from the estate executor. But if you put the $20,000 in a trust, that fund holds the assets on behalf of...
Estate planning can be a delicate process that involves setting guidelines to help ensure that beneficiaries follow your wishes without any deviations. One tool you can leverage to help ensure that probate administration is a smooth and relatively seamless process for...
When someone chooses you to serve as their executor, they are relying on you to manage their estate and fulfill their final wishes. It is a significant responsibility that’s often fraught with emotional, financial and legal complexities. Even well-intentioned...
You are named as the executor of your parents’ estate. This means that it is your job to read the estate plan, determine what will be required, take an inventory of the assets your parents own and work to distribute those assets to the right beneficiaries. You’re in...