Good question! It’s pretty straight-forward, and since it can really make a difference, let me spell it out.  Hint – this has nothing to do with property taxes. We are coming up on a time of year where our attention turns to all things tax and money related, so it seemed an appropriate time to […]

A Living Trust is document signed during the client’s lifetime and it names someone to manage the client’s assets during his or her lifetime and distribute the assets after the client’s death. One of the key benefits of setting up a Living Trust is that you are able to specifically control the distribution of your […]

A Living Trust is document signed during the client’s lifetime. It names someone to manage the client’s assets during his or her lifetime and distribute assets after the client’s death. It is called a” living trust” because it is effective during a client’s lifetime. The term “revocable,” as related to a living trust, indicates that […]

This article offers a brief overview of the Trustee’s Duties as it pertains to the administration of an estate. Ok, so you have just been asked to become someone’s trustee or, upon the death of a friend or family member, have been reminded that you are one! What next? It is important to know some […]