Why Estate Planning is More Than Just Documents
Did you know there’s approximately $60 billion in unclaimed property held by state governments across the US? Learn how proper estate planning can prevent your assets from becoming part of this staggering statistic.
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.
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.