I’m the Personal Representative for Probate. How Do I Find The Assets?

By |2021-02-01T16:42:53+00:00February 1st, 2021|Assets, Personal Representative, Probate|

When you become the personal representative of an estate, one of your functions is to locate the assets of the decedent. If the decedent was well organized and had an estate planning binder, that's the first place to start. Well organized the state planning binder we'll have all of the important papers, as well as

How Can You Protect Assets Inside A Trust from A Spendthrift?

By |2020-06-16T17:46:26+00:00June 16th, 2020|Assets, Trusts|

Do you have an adult child you’d like to transfer assets to, but you’re concerned about their ability to handle it properly? You’re not alone. This problem is often referred to as “the spendthrift issue” and thankfully, there are estate planning tools available to help you protect a loved one from themselves. Unfortunately, your best