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Probate & Trust Administration: 5 Common Questions, Answered

Most people don't know much about probate, except that they want to avoid it. In our recent workshop for probate administrators and trustees, we noticed that a lot of the attendees submitted the same questions. Below are the 5 most asked questions about probate and trust administration, with answers from probate lawyer Tasha Lyn Cosimo. [...]

By |2021-04-21T14:12:43-07:00March 16th, 2021|Estate Planning, Trusts|0 Comments

Let’s Talk About Estate Planning…

Talking about estate planning with loved ones can feel unsettling for some. Unfortunately, the most difficult conversations are often the most important to have. In many cases, it is paramount to speak with your beneficiaries or heirs to let them know what your estate planning documents entail. Because estate planning documents are designed to protect [...]

By |2021-03-07T07:40:21-08:00March 6th, 2021|Estate Planning|0 Comments

Estate Planning During a Pandemic

The Covid-19 pandemic has upended everyone’s lives in one way or another. Perhaps the only silver lining during this period of unknown is the growing knowledge that establishing an estate plan is vital. In just one week, coronavirus cases have surged by 73%, and there are new strains emerging that the vaccine may not account [...]

By |2021-02-15T06:37:43-08:00February 14th, 2021|Estate Planning|0 Comments

Irrevocable Trust vs. Revocable Trust: An Important Distinction

To understand the key differences between an irrevocable trust and a revocable trust, we must first understand what a living trust is in the first place. In its simplest terms, a trust is a fiduciary relationship between three parties: the trustor (also known as the grantor), the trustee, and the beneficiary. The process is facilitated [...]

By |2021-04-21T14:12:43-07:00February 2nd, 2021|Estate Planning, Trusts|0 Comments
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