News & Resources

When it comes to retirement accounts and estate planning, trusts can play a major role in how funds are managed, distributed, and taxed. But not all trusts are treated the same—especially when they’re named as...

Who Does the Estate Attorney Represent? When a loved on passes away, managing the estate can be a complicated process involving lots of legalities.  Many estates hire an attorney to help with probate, administration, and to

I recently was asked by a sole executor-heir when they can assume the mortgage on their childhood home. The client wanted to know if they could assume the mortgage already or if they had to wait for probate to close. The...

A Trustee and an Executor are distinct roles but with a similar function. While you’re alive, you can give money away by writing a check, transferring through Zelle, Venmo, a wire transfer, or simply handing over cash.