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 | Wills & Trusts
Do You Have a Home that has been Titled into your Trust? If you have a home that has had the title or deed changed to your trust’s name, then it is recommended that you...
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....