How to Avoid this Tragic Mistake in Retirement
Companion Course Lesson Sample: The Purpose, Use, and Benefits of a Trust
What are the next steps when you have been nominated as a Trustee?
Most people have little experience dealing with what happens after their loved one dies and they have been named as the successor Trustee who will be in charge…
How to settle an estate
After an individual’s death, his or her assets will be gathered, business affairs settled, debts paid, necessary tax returns filed, and assets distributed as the…
Steps to Establish a Spousal Protection Trust, i.e., Supplemental Needs Trust
The Spousal Protection Trust can be found in the deceased spouse’s Last Will and Testament. The Spousal Protection Trust must be established in a probate. …
Steps to Take when Any Family Member Dies With Checklist
Death of a family member is difficult. This estate plan is meant to make things easier by giving family members who survive step by step…
When a loved one has died, ask these three questions
This guide is intended to assist the surviving spouse when the first spouse dies and/or surviving family members or beneficiaries when the second spouse dies. …