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Blog Posts in 2018

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  • The Role of a Trustee
    The Role of a Trustee

    Thanksgiving Day is right around the corner and you know what that means: family, food, and self-reflection. Is my estate in order? Do I need a Trust? Who do I trust to handle my affairs when I pass? ...

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  • The Importance of Funding a Trust
    The Importance of Funding a Trust

    While creating a trust is a great strategy for managing your estate in the event of your passing, unless your trust is "funded," it will be of little value. Only trusts that are funded can keep your ...

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  • The Benefits of Estate Planning
    The Benefits of Estate Planning

    Many fail to plan out and legally establish what will be done with their estates after they pass away. Some simply neglect addressing it and busy themselves with the activities of life without giving ...

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  • The Basics of Trust Administration
    The Basics of Trust Administration

    Trust Administration refers to the management and distribution of trust property by a legally designated person, usually referred to as a trustee. This is to be done in the best interests of the ...

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  • Rights of a Beneficiary
    Rights of a Beneficiary

    With smaller estates, it is usually sufficient to rely on a will to ensure a loved one's property is distributed according to his or her wishes. When dealing with assets around $150,000 or more, ...

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