I have been asked to serve as trustee of a Crummey trust. What should I do next?
Know what is required of you if you are asked to serve as trustee of a Crummey Trust. Continue reading to learn more and contact us if you have questions.
Articles about Trustee Duties
Take These Six Steps When Starting a Trust Administration
Starting a Trust Administration can be a daunting task and you can learn more here about what your first steps should be. Keep reading to get started.
I am administering an estate with money owed on the decedent’s mortgage. What should I do?
Find out more about administering an estate with money owed to the decedent’s mortgage. Make sure you know when and what to pay.
Three Things to Know If You Are the Executor That Has Debts Owed by the Estate
Debts owed by the estate must be paid and learning about the order to pay them is important. Read on to understand more about how to take care paying debts.
What should I do if I can’t find the assets in the trust?
What do you do if you can’t find the assets listed in the trust you are administering? Keep reading and if you need help call our office!
Immediately following a loved one’s passing notify Social Security and Pension Company
Notify Social Security and Pension Companies Immediately to keep from facing issues about repayment. Learn more here about notification and payments.