What to do if you suspect a co-trustee of breaching the trust?
If you suspect a co-trustee of breaching the trust you must act! Read more here about the steps you should take to protect the trust and beneficiaries.
Articles about Trustee Duties
What should I look for in a financial advisor to help implement an estate plan?
Choosing a financial advisor is an important task and should be well thought out. Read more here about how to choose wisely.
The person who created the trust left a letter of wishes. Do I need to follow it?
If you have a letter of wishes left along with other documents how do you administer that estate? These questions arise often and we can help!
What is a Petition for Instructions?
When a personal representative of an estate is undertaking an action pertaining to the estate that he feels may result in personal liability to him if the outcome is not as planned, the personal representative may file a Petition for Instructions from the court seeking approval for his actions.
What happens if a will leaves assets to a trust that was later revoked?
Sometimes a will leaves assets to a trust, and sometimes that trust was revoked. Find out what to do next and how to handle this type of estate.
What Is A Spousal Property “Set Aside” Petition?
A spousal property set aside is a simplified procedure to clear title to a property passing from a decedent to a surviving spouse.