People who are creating an estate plan will sometimes decide that they are going to include trusts in that plan so that they can transfer assets over to their heirs more easily. This often comes with many benefits, including easy transfer and the ability to protect...
COVID-19 UPDATE: In response to the COVID-19 outbreak, our office will remain fully operational with plans to accommodate current and new clients via telephone or virtual meetings, as well as the ability to conduct easy, no-contact signings of estate planning documents. We will continue to monitor the situation as it develops, and remain committed to maintaining the safest possible environment for our staff and clients
Help With Family,
Finances And The Future
Month: February 2019
Estate administration duties require careful handling
The legalese in estate plans can sometimes make them difficult to interpret. Still, if you are the estate administrator, you need to understand what's going on so you can ensure that the decedent's wishes are followed. It isn't always easy to carry out the...