Tag Archives: trust administration

Three Keys to Protecting Yourself from a Rogue Executor

Unfortunately, sometimes a death in the family can bring out the worst in people.

Indeed, family resentments sometimes simmer during a time of grieving - particularly when money and assets from the deceased’s estate are involved. If you are a beneficiary under a loved one’s estate plan, you may...

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Executor vs. Trustee –What’s the Difference?

Estate Executor Duties

An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and responsible for performing under the terms of the will and handling the estate. The laws vary by state, and an executor may work under court supervision or may be able to do...
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Why Newlyweds Need an Estate Plan

If you just celebrated a summer or early fall wedding, then now is the perfect time to start working on an estate plan.

newlyweds need an estate plan blog header

Although you may think that settling into a home together or finding a place for all your new registry...
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1031 Tax-Deferred Exchange: 7 Practical Considerations

1031 Tax Deferred Exchange- part 3

In our last two blogs we’ve been discussing different aspects of a Tax-Deferred Exchange – a technique available to defer taxes and maximize the funds available for reinvestment upon the sale of an investment property.

Because of the complexity of the issues, we’ve...
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