//Tag: Death of a loved one
20 03, 2019

What to Do After a Loved One Dies

By |2019-05-18T16:57:25-07:00March 20th, 2019|Categories: Estate Planning, Probate, Trust, Will|Tags: , , , , , |0 Comments

If you've been appointed an executor of a loved one's estate, or a successor trustee, and that person dies, your grief – plus your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out-of-town and (eventually) meeting with a trust administration or probate lawyer [...]

25 01, 2019

Big “Life Changes” Often Mean Big “Estate Plan Changes”

By |2019-01-19T19:25:17-07:00January 25th, 2019|Categories: Estate Planning, Trust|Tags: , , , , , , , , , |0 Comments

Many people who put together an estate plan do so when they start a family - assuming they put an estate plan together during their lifetime. While putting an estate plan together is a good thing to do, many people make few updates once the plan has been created, [...]