Archive for the Estate Planning Resources Category

Googles Most Commonly Searched Questions about Fiduciaries

Googles Most Commonly Searched Questions about Fiduciaries

Google’s Most Commonly Searched Questions about  Fiduciaries  (EEA & “Google” Answer The Questions) #1) Is a trustee the same as a fiduciary? Trustee: The trustee is the person or entity (e.g., a bank or other corporation) who holds legal title to the trust property. Fiduciary: A person or institution who manages money or […]

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Appointing a Licensed Fiduciary in your Estate Plan

Appointing a Licensed Fiduciary in your Estate Plan

Appointing a Licensed Fiduciary in your Estate Plan If you have created an estate plan and have not spoken in detail with the fiduciary you have appointed to act in your behalf, we highly recommend that you have this conversation while you still are able to communicate […]

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7 Common Estate Planning Disasters (and How to Avoid Them)

7 Common Estate Planning Disasters (and How to Avoid Them)

7 Common Estate Planning Disasters (and How to Avoid Them) Shared from Market Watch “Opinion” Guest Author – MICHAEL FEINFELD An approximately $30 trillion transfer of wealth is currently under way in the U.S. as aging baby boomers pass their assets to successive generations. This transfer, together with the recent […]

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What to Do When Someone Dies – An Extremely Helpful Checklist

What to Do When Someone Dies – An Extremely Helpful Checklist

What to Do When Someone Dies – An Extremely Helpful Checklist After a loved one has died, there’s so much that needs to be done. Having a checklist of things to do can help you get through it all.  If you are fortunate enough to have a […]

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Are you Considering a Professional Trustee? 

Are you Considering a Professional Trustee? 

Are you Considering a Professional Trustee?  3 Common Misconceptions to Understand Before Selecting a Trustee One of the most important decisions in the estate-planning process is determining who will oversee your estate and the trusts you create during your lifetime and after your death. Will you rely […]

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How To Settle An Estate: Pay Final Bills, Dues, Taxes And Expenses

How To Settle An Estate: Pay Final Bills, Dues, Taxes And Expenses

How To Settle An Estate: Pay Final Bills, Dues, Taxes And Expenses This article on settling an estate is provided by Everplans — The web’s leading resource for planning and organizing your life. Their service allows for you to create, store and share important documents that your loved ones […]

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How To Distribute Personal Property After A Death

How To Distribute Personal Property After A Death

How To Distribute Personal Property After A Death Often times, personal items of sentimental or real value are not included in a Will. These items should be properly distributed to surviving family members. Here is an excellent article provided by Everplans to guide you through this process! […]

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How To Distribute Assets To Beneficiaries

How To Distribute Assets To Beneficiaries

How To Distribute Assets To Beneficiaries Another great article from the folks at Everplans!  Their blog is an excellent source of estate planning information.  We regularly share articles that we feel will be helpful for our customers and network of professionals. In order to properly distribute assets […]

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Guide: Ordering Certified Copies Of A Death Certificate Online

Guide: Ordering Certified Copies Of A Death Certificate Online

One thing our fiduciaries and staff do quite commonly is order death certificates.  For those unfamiliar with post-mortem requirements re: properly closing out an estate, death certificates are an extremely common request from financial institutions, life insurers, debt collectors, etc.  Most companies will not even speak with […]

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What do trustees and executors do?

What do trustees and executors do?

What do successor trustees and executors do? Guest Author: Tara Cheever ~ Attorney at Law | Reposted: March 8, 2018/Originally Published: Feb 16, 2018 | Estate Planning, Executor, Personal Representative, Probate, Successor Trustee, Trustees, Trusts, Wills | Executor’s Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and […]

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