My wife’s irrevocable trust has been receiving checks for 20 years — but her trustee recently died and the bank locked the account. How do we regain control and keep …
Kelly-Anne’s uncle passed away and the bank has now locked the trust’s bank account. Considering that there’s a substantial ...
3 Benefits of Using a Living Trust to Pass an Inheritance to Your Family
Living trusts don't have to go through the lengthy and expensive probate process. The details of a living trust are not a part of the public record. Living trusts can be revoked or changed while ...
Estate Planning: What The Potential Elimination Of Step-Up In Basis Means For Families
With the new administration in office, discussions around potentially eliminating the step-up in basis are gaining momentum.