Kara VerbyMay 211 min readDo 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 VerbyJan 251 min readChanges to the Federal Estate TaxThe 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 VerbyJan 241 min readWhat 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...