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