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Legacy Planning since 2001

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Blog
Dana M. Santino, Esq.

Trust Administration: A Comprehensive Guide

Trust administration involves carefully managing and distributing a trust’s assets according to the wishes of the trust’s creator (the grantor). The trustee who oversees this process has a fiduciary duty to act in the best interests of the beneficiaries, managing assets with integrity and attention to detail. Trust administration is critical, ensuring the grantor’s wishes are honored, and the beneficiaries receive their due entitlements. In the complex world of trust administration, seeking professional support is not just an option, but a necessity that can provide reassurance and peace of mind to all parties involved.

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Blog
Dana M. Santino, Esq.

Utilizing Estate Planning For FAFSA Eligibility

The 2025-26 FAFSA introduces sweeping changes that revolutionize how families apply for college financial aid. While these updates streamline the application process, they also create new considerations for estate planning.

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Blog
Dana M. Santino, Esq.

Common Estate Planning Questions Part 2 of 2

When it comes to planning for your family’s future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if you do nothing at all? These aren’t just academic questions – your choices today will impact your loved ones tomorrow.

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