Aug 6, 2020 | Estate Planning, FAQs, Revocable Trusts, Trust Administration
Yes, most definitely. This is your money. It’s your property. You can control how the money is going to be left to your heirs. If you want to leave it to them outright, if you want to set it up in percentages over a period of time, if you want to hold it in...
Apr 8, 2020 | Estate Planning, Trust Administration
Funding the trust is actually probably the most important part of the process. If the trust is not funded, if the assets are not titled to the name of the trust, it’s not worth the paper it’s printed on. So, the way to fund the trust is you have to...
Sep 9, 2014 | Trust Administration
A Personal Representative is a fiduciary who shall observe the standards of care applicable to trustees. A trustee shall administer the trust as a prudent person would, by considering the purposes, terms, distribution requirements, and other circumstances of the...
