Q. My mother recently died. Her home, bank accounts and other assets were held in a Living Trust. Her financial advisor said we should now see a lawyer to help with trust administration. What? I thought if you had a Living Trust that there was little or nothing to do following the death of the… Read More »
Posts Tagged: Trust Administration
Simple Steps Now Can Help Your Executor Later On
Being named as the executor of the estate of a deceased loved one comes with many challenges, including dealing with the probate system. But one of the most difficult (and least discussed) challenges is sorting through the plethora of paper and information that people collect over the course of a lifetime. You can save your… Read More »
10 Phone Calls to Make After the Death of a Loved One
Coping with the death of a loved one can be a crushing task. There are so many things to do and details to remember; all of this at a time when each small task can serve as a reminder of your loss. At such a time it can be helpful to know that you’re not… Read More »
Take Action in the Face of Estate Tax Uncertainty
If you’ve been reading our blog regularly then you know that the 2010 estate tax repeal has caused no end of confusion and uncertainty; not only for those who have been dealing with probate and trust administration since the tax was first repealed, but also for those who are trying to think ahead and do… Read More »