top of page

NEWS & RESOURCES
Search


Estate Planning Tips for Blended Families: Ensuring Everyone is Covered
Estate Planning Tips for Blended Families: Ensuring Everyone is Covered
Holly Kuklenski
Sep 23 min read
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


QTIP Trust
The marital deduction can be taken advantage of by transferring the property outright to a spouse. Generally, an interest transferred in...
Cameron Syke
Jan 12, 20211 min read
Â
Â
Â
bottom of page