Trust account can be difficult & painful. Use our trust account resources here to help you along the process. View all of our trust account resources here.
As much as you may think you can trust someone, you always want to be careful, especially when it comes to taking care of precious assets. When a trustee mismanages an account, it can be devastating. Based on the specific … Read More
You’ve created your living trust, and now it’s time to start thinking about what you should put in it. Even though it may seem like a good idea to put everything in it to be safe, it’s actually better to … Read More
When you hear the word trust fund, you most likely imagine a wealthy family passing down their assets to their children for generations. However, this is a common misconception about trust funds. You do not have to be wealthy to … Read More
After distributing the final income amounts, paying the last expenses, and filing the final tax returns it is time to file the final accounting. We share some tips for trustees to consider when doing so. What is the difference between … Read More
Most people want their money and assets to be passed down to their children and other individuals that are important to them – instead of having their belongings go down the drain in the courtroom via probate. Probate involves taking … Read More