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The Difference Between a Trustee and an Executor

Even though trustees and executors have similar duties in that they are responsible for managing estate assets and distributing them among the beneficiaries, the nature of their jobs is different. Many testators appoint the same person as the trustee and...
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Trust Administration – The Secret Sauce

A trust is a legal, fiduciary arrangement that allows a person to hold and direct assets held in the trust. A trust can be set up under a trust agreement executed during the creator’s lifetime or can be created using...
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How To Protect Your Business Assets?

As a business owner, you might be well aware that running and managing a company has its own set of difficulties and risks. It’s not enough to simply make a profit, you also need to protect your firm against claims...
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Trust and Estate Administration FAQs

A trust is a fiduciary agreement and is part of a larger estate plan. A trust is often used as a tool to minimize taxes and protect assets. If the creator goes bankrupt, creditors cannot make claims on the assets...
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Differences Between a Will and an Estate Plan

Contrary to popular belief, estate planning and will planning are different items. Your will is a part of your estate plan. Many people who create an estate plan go for a will. Both a will and estate plan provide instructions...
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What Does a Business Attorney Do

At some point, most businesses run into legal issues. A business attorney in Santa Rosa can help you navigate these difficult, and often stressful, times. The professional will help you ensure company regulatory compliance. What else can a business attorney...
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What is the role of a probate lawyer?

Probate is a court-supervised process that takes place after a person dies. The process involves reviewing a will to determine if it is authentic and valid. Once the authenticity of a will is determined, the deceased person’s assets are identified,...
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What Is A Trust Administrator?

Trust administration is the process of managing the creator’s trust after their demise, according to their wishes. One of the most important things to do when creating your trust is to appoint a trust administrator. Your trust administrator will make...
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4 Estate Planning Mistakes That Can Cost You

There are many benefits to estate planning. A carefully designed estate plan ensures that all assets are passed to the creator’s intended beneficiaries and is key to preventing any family conflicts, bitterness, or complications. Estate planning can be complex, which...
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