Very few people know how to manage and take care of an estate when someone passes. There seems to be an endless stream of paperwork to complete and it becomes even more complicated when you have to ...

When an individual passes away, their assets must be distributed to their named heirs or beneficiaries. The beneficiaries may be designated as a co-owner or a beneficiary, or the assets will pass to ...

Many shrug their shoulders about estate planning. They feel they don’t have an estate because they aren’t wealthy. They also think probate, whatever that is, sounds too complex. An estate consists of ...

Estate administration is part of the ordinary course of handling the affairs of a deceased loved one. But beware: there are traps for the unwary. Some problems can be avoided by proper planning, ...

If you have been named or appointed as the personal representative (also sometimes called “executor” or “administrator”) for a loved one’s estate, it is important to understand the responsibilities ...

Death starts the legal process of settling an estate. But it doesn’t stop lenders from reporting account data, collectors from sending notices or fraudsters from exploiting a decedent’s identity. That ...

The goal of estate planning is to ensure your assets transition to your loved ones after your death in an efficient manner while maximizing tax savings. There is no one plan for everyone – it depends ...

Trustate's founders discuss how they grew a startup during the pandemic and why they believe the importance of data is often overlooked in the estate process. Two years after its launch, startup ...

Enjoy this free article from Trusts & Estates. Want to become a subscriber? Click HERE. Estate administration is as dynamic as the many places where an artist or art collector lived, worked, traveled ...

Leah Del Percio left her job as a trust and estates lawyer at DLA Piper to start her own tech-driven platform. Trustate helps families and institutional clients deal with the administrative tasks of ...

If you have been named the executor of an estate, you have a legal responsibility to wrap up its affairs, arrange for the payment of any income and estate taxes, and distribute the assets of the ...