ESTATE & TRUST ADMINISTRATION

If I don’t have “any money”, do I still need an Estate Plan?

Answer: Yes, even if you have a modest estate, you should have an Estate Plan. A proper Estate Plan will include indispensable documents such as a durable power of attorney and a health care proxy. These documents alone will save you and your family significant time, frustration and cost in the event of an incapacity. Simply because without …

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ESTATE & TRUST ADMINISTRATION

Administering an estate is more than just a legal proceeding; it’s helping a grieving family process the loss of a loved one. Perhaps you have been appointed a Personal Representative and/or a trustee, and it falls to you manage the assets among the beneficiaries. Whether it’s providing guidance for trust administration, assessing property, appointing Executors/Personal …

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