Does the Executor Control Bank Accounts?
February 14, 2022
Administration of a decedent’s estate may involve investment accounts (with stocks and bonds) held in the decedent’s name or trust.
Act Quickly to Protect an Estate
November 13, 2020
When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.
That Last Step: Trust Funding
August 12, 2020
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.