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Blog Posts in Trust Administration

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  • Yes!  You Can Take These Tax Deductions in 2015!
    Yes! You Can Take These Tax Deductions in 2015!

    Crazy as it sounds you can include the following items in figuring your expense deductions. This list does not include all possible expenses so be sure to ask your tax professional if an expense not ...

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  • Facebook enters the World of Estate Planning
    Facebook enters the World of Estate Planning

    Death in the digital age is a lot more complicated than it used to be. Traditionally, fiduciaries and family members start administering an estate by reading the individual's mail and sorting through ...

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  • When will I get my Inheritance
    When will I get my Inheritance

    It would be presumptuous to assume that funds would be available within a month or so. The probate / administrative process can take several months or longer, so it would not be wise to buy that new ...

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  • The Importance of Estate Planning for Divorcing Parents
    The Importance of Estate Planning for Divorcing Parents

    Perhaps no life event imposes a more significant - and urgent - need to update an estate plan than a divorce. A divorce generally causes a radical change in both personal finances and planning ...

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  • How to Protect Your Real Estate Assets
    How to Protect Your Real Estate Assets

    If you own real estate, chances are you have purchased insurance to protect your assets against damage or loss. But have you taken the necessary steps to protect your assets against lawsuits or ...

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  • Robin Williams:    A Lesson in Deeds, Not Words + One Error in Planning
    Robin Williams: A Lesson in Deeds, Not Words + One Error in Planning

    One of the most eloquent responses to Robin Williams' death came from his best friend Billy Crystal, who posted on Twitter simply: "No words." When someone close to us dies -- especially in a sudden ...

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