If your parents have reached an age where they need help with their finances, you may have already stepped in to help. If not, it’s important that you sit down with them and discuss their financial health. Find out if … Read More
If you are the executor of someone’s will, it is your responsibility to settle their estate after they die. Among other things, you will need to prepare and file a court accounting with the probate court. A court accounting is … Read More
A trust is a legal document that designates a trustee to manage assets for a grantor while the grantor is incapacitated or has died. The grantor also may want the trustee to manage the trust assets while the grantor is … Read More
If you are thinking about setting up a trust or making gifts in trust, you need to begin thinking about who you will designate, other than yourself, as a trustee. Most people choose their partner or children to be their … Read More