Estate Administration

Preparing for the Loss of The Family CEO: Part I

Posted on: January 22nd, 2016
The Family CEO knows all of the important facts, account numbers, payment due dates, how payments are set up, who the professional advisors are, and all of the other information necessary to manage the family business. The other “what me worry” spouse happily allows the Family CEO to perform these functions, and trusts that all will be well. The problems occur when the Family CEO dies first....

What Documents Do You Need to Find After a Loved One Dies?

Posted on: August 10th, 2015
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find...

Four Steps to Stop Mail Addressed to a Deceased Person

Posted on: July 26th, 2015
One of the first things you should do as a newly appointed executor of a deceased person’s probate estate or successor trustee of a deceased trustmaker’s trust is ask the post office to forward the deceased person’s mail to your address. ...

Who Should Be Your Successor Trustee?

Posted on: July 31st, 2013
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death. The Successor Trustee plays an important role in the effective execution of your estate plan....

The latest target of identity thieves: The deceased

Posted on: July 24th, 2013
Identity thieves have long targeted a wide variety of potential victims – men, women, senior citizens, even children and babies. Now, a growing segment of identity theft involves deceased Americans....
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