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If you have been named a trustee or you are otherwise involved in the administration of a trust, you may have heard somebody suggest that you obtain a Certification of Trust. What exactly is that? What does it do? And do you need one? While the answer to that last […]
The more complicated your life gets, the more complex estate planning can be if you want to ensure your family is fully protected. A second marriage is one of those complicating factors, particularly when one or both spouses have children from prior relationships. Estate planning is not usually high on […]
Trusts come in all types, but even simple trusts can be complicated for people who have not worked closely with them before. If you have been named trustee or are otherwise expected to help administer a trust, the good news is that the law does not require you to hire […]
When you are the beneficiary of a trust, the assets in that trust have been placed there for your use. You deserve to have those assets properly managed and to receive distributions in accordance with the trust terms. If the trustee is not living up to obligations in some way, […]
To create the right estate plan to protect your property in the future, it is important to understand what you have and where it is. You also should have an understanding of what your assets are worth. A schedule of assets can provide all this critical information in one organized […]