What Happens to Fido When I Die?
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CategoriesTrust Administration
Those of us who have pets know the joy of their unconditional love and how they enrich our lives. Many of us treat our pets as part of the family. But in the eyes of the law, pets are considered... Read More →
4 Tips for Smooth Trust Asset Allocation and Distribution
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CategoriesTrust Administration
Trust administration in Sonoma County is a complex process involving numerous tasks. Trustees should consider the needs and expectations of beneficiaries when making important decisions regarding the management of trust assets. If you manage a trust, you may be under... Read More →
Trust Administration Doesn’t Have to Be Daunting
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CategoriesTrust Administration
Trust administration in Santa Rosa involves managing the assets held under a trust and eventually transferring them to the beneficiaries. Many people think courts supervise trust administration, but this is not the case. The trust administrator, that is, the person... Read More →
The Difference Between a Trustee and an Executor
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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... Read More →
Trust Administration – The Secret Sauce
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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... Read More →
Trust and Estate Administration FAQs
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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... Read More →
What Is A Trust Administrator?
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CategoriesTrust Administration
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... Read More →