Trust Administration

It is a big step to disinherit someone by taking them out of your estate plan. But you may feel that it’s necessary. Perhaps you are worried about their spending habits, for example. Maybe they frivolously waste the money they have, so you believe they will burn...

Trusts are an effective way of administering your estate, and trust administrators play a crucial role in making sure your wishes get carried out efficiently and legally. These are some of the important considerations you should make when choosing a trust...

Receiving an inheritance through a trust can evoke a mix of emotions—anticipation, grief and perhaps even confusion.  If you have recently lost a loved one and expect to benefit from a trust fund they left behind, this short guide can help during the early aftermath....

A will is a legal document that allows people to name beneficiaries. These beneficiaries have a legal right to assets in an estate. However, if the will is missing or contested, beneficiaries may end up waiting a long time before settling an estate, which can also...

When setting up your estate plan, if it includes a trust, the trustee must manage the capital and handle the fund’s disbursements to your heirs. Naturally, you want to put someone in place whom you trust implicitly. It only makes sense that your first pick might be...

There are many parts of estate plans, especially for people who have considerable assets. Some people may have a part of their estate plan already set without even knowing it. When you open a financial account, you might fill out a form that tells the institution who...

Many individuals who fund trusts have significant wealth to be distributed to specific loved ones at different intervals in their lives. It's not necessary to have significant wealth to warrant the funding of a trust, though. Individuals of more modest means may also...