Portfolio Category: Estate Planning

Probate and trust administration

When a loved one passes, their Executor or Trustee must handle the transfer of the deceased assets to the intended beneficiaries. This process is accomplished through a court process called probate or, if the decedent's assets were titled in a trust, the assets owned by the trust will typically be distributed to the beneficiaries of…
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Closely held family business

Succession of a family business to a succeeding generation requires consideration of many issues. Some topics that should be addressed are the maintenance and structure of the family business after incapacity or death and who will succeed to the family business. As well as how, when, and in what manner those succeeding family members will…
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