by Senor | Jun 1, 2020 | Estate Planning, Wills & Trusts
Does a Trust Have to Be Settled by a Surviving Spouse? Many people believe that when one spouse dies, nothing needs to be done to “settle” or “administer”...
by Senor | Jun 1, 2020 | Estate Planning, Wills & Trusts
Regularly Check Your Trust Account’s Roles It is always a good idea to take some time to review who you have identified in your estate planning documents as playing...
by Senor | Jun 1, 2020 | Estate Planning
What You Should Know About Estate Tax and Gift Tax Exemptions How did it feel falling off the “Fiscal Cliff”? Most people didn’t notice. On January 1,...
by Senor | Jun 1, 2020 | Estate Planning
How to Manage Sensitive Log In Information and Passwords for Estate Planning While not directly related to estate planning, a more controversial issue arises about passwords....
by Senor | May 31, 2020 | Estate Planning, Nursing Home, Wills & Trusts
These Estate Planning Mistakes Can Be Avoided Estate planning mistakes can range from not having an estate plan to having an outdated plan, to having an incomplete plan....
by Senor | May 31, 2020 | Estate Planning
How to Choose an Executor for Your Estate One of the most important steps you can take when protecting your assets for future generations of your family is to create an estate...
