Although you are not legally required to retain an attorney, doing so will help you avoid costly mistakes. Moreover, the estate will cover … [Read more...] about Do I need an attorney if I am the Executor?
Does an Executor need any additional official documents to open probate?
Yes. The Executor must request several certified copies of the decedent’s death certificate. A copy will likely need to be submitted to the … [Read more...] about Does an Executor need any additional official documents to open probate?
Are all assets subject to probate?
No, which is why the Executor must categorize estate assets. Some assets are classified as “non-probate” assets because they bypass probate … [Read more...] about Are all assets subject to probate?
How does an Executor secure estate assets?
Every estate is unique; however, examples of steps you may need to take to secure and protect estate assets include: Take … [Read more...] about How does an Executor secure estate assets?
What does an Executor do with the decedent’s assets?
The Executor must locate and review all estate planning documents. Because estate planning documents may interact, it is crucial to locate … [Read more...] about What does an Executor do with the decedent’s assets?
Why is an Executor necessary?
The Executor of an estate is appointed by the decedent in his/her Last Will and Testament and is charged with overseeing the probate of the … [Read more...] about Why is an Executor necessary?
What is probate?
If this is the first time you have been directly involved in the probate of an estate, it helps to get a general idea if what your role is … [Read more...] about What is probate?
What is a family foundation?
If you have considerable assets to gift and the time to run it, establishing a family foundation is an excellent way to keep your … [Read more...] about What is a family foundation?
What is a donor advised fund?
Another option for making charitable gifts within your estate plan is to use a donor advised fund or annuity. A donor advised fund works by … [Read more...] about What is a donor advised fund?
