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"Trusts vs. Wills: Which is Right for Your Estate Plan?"
Here are some key benefits of having a trust: Avoiding Probate : A major benefit of a trust is that it allows your assets to bypass...

Kara Verby
Feb 202 min read
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Do Retirement Accounts Go Through Probate?
When a person dies, their Will is validated, debts are paid, and assets are distributed. This is known as the probate process. Probate in...

Kara Verby
May 21, 20241 min read
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Changes to the Federal Estate Tax
The federal estate tax, also known as the "death tax", is a tax on inherited assets. In 2023, this tax applied to assets over 12.92...

Kara Verby
Jan 25, 20241 min read
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What Are My Duties and Responsibilities as a Trustee?
First and most importantly, a Trustee is a fiduciary. This means that the Trustee must act on behalf of the best interests of the...

Kara Verby
Jan 24, 20241 min read
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