If you have a special needs loved one, you want to ensure they have all the resources to live a fulfilling life after you pass, but they likely require support that government benefits are insufficient to provide. Unfortunately, leaving a … Read More
When should a beneficiary expect distribution from trust accounts? It can be difficult without considerable expertise. The process can be complicated, and knowing what to anticipate can help to relieve the stress and emotions associated with it. Here is what … Read More
Closing an estate is a complex, emotionally charged situation and having to navigate the probate process to reach the final distribution of estate assets only compounds the stress. In addition to the legal maze of the court process that you … Read More
Trusts are a great option for you to control your assets, bypass probate, and distribute inheritance to beneficiaries. When you decide to create one for your future, you may wonder what type of trust is best suited for your needs. … Read More
If you’re a parent of a special needs child, you want to be sure that they are taken care of. A special needs trust (SNT) typically is the outcome of a malpractice suit, for example, a child did not receive … Read More
Living trusts, or revocable trust, are a great option for folks who want to distribute inheritance to their children or loved ones after they pass. Unlike an irrevocable trust, a living trust is one that can be changed during a … Read More
When it comes to the distribution of assets, a trust is a good option to ensure that assets go where they are intended to. Typically, trusts do not have to go through probate – but what about living trusts? Learn … Read More
Tax season may be over but tax scams happen all year round. Recently the IRS released their Dirty Dozen tax scams list and it may be helpful to know what these scams are and what to look out for. Fraudsters … Read More
A private fiduciary is a licensed professional hired to manage your trust when you become incapacitated or pass away. Hiring a private fiduciary is a great option for folks who find that they may not have family members to handle … Read More
When it comes to court accounting, there are two types: informal and formal. People typically experience informal court accounting, which is an accounting performed by an executor appointed by the deceased. However, there are occasions where formal court accounting is … Read More