top of page
NEWS & RESOURCES
Search
Kara Verby
May 211 min read
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...
32 views0 comments
Kara Verby
Jan 241 min read
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...
23 views0 comments
Cameron Syke
Jan 12, 20211 min read
QTIP Trust
The marital deduction can be taken advantage of by transferring the property outright to a spouse. Generally, an interest transferred in...
15 views0 comments
bottom of page