Learn how to support seniors’ financial success and continued independence by reading our blog articles.
When someone is appointed the trustee, it signals a great deal of confidence in their integrity and commitment to ensuring a trust is managed and administered per the trustor’s wishes. Unfortunately, sometimes, trustees will exploit their position and use trust … Read More
Trust administration is an incredibly time-consuming, costly, and emotionally exhausting process. Especially in the instance of the loss of a loved one, emotions further complicate things. Because of this, trust creators or beneficiaries sometimes choose to waive a trust accounting … Read More
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