Blog

We understand the importance of preserving your hard-earned assets and ensuring your loved ones are taken care of when you are [...]

Charitable gifts through an estate Despite the global health and financial crisis, the spirit of giving is far from [...]

What is a trustee reserve? In a trust administration, a “reserve” is money that the trustee retains until certain [...]

https://youtu.be/C4Z76BrNGN8 Trust Asset Distribution If you are a trustee, after distributing the accounting, the trustee’s report, and [...]

https://youtu.be/0UL6qsSon1s   Trust Accounting Trust accounting is a detailed record, a financial story, that includes information about [...]

https://youtu.be/DTzcsW8dlL0 How to Pay Bills As a Trustee As a trustee, you've taken on many important tasks. You can handle [...]

A trust appraisal is crucial for fair asset valuation and estate planning. Learn the 4 key reasons for appraising trust assets to ensure accuracy. Get the facts now.

https://youtu.be/47iLDA5OBnI For most Trustees, the time will come where you must liquidate assets. What is liquidating assets? It’s just [...]

Learn what a successor trustee should do when a bank or investment account is in the decedent’s name, plus steps for handling probate and small estate affidavits.

https://youtu.be/ap9RHbXe7Qw Being a trustee is all about collecting assets, getting them under the trust, paying off bills appropriately, and then [...]