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Kara Verby
May 21, 20241 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...
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Kara Verby
Jan 24, 20241 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...
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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...
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