Estate Settlement

While a Health Savings Account can be a helpful investment tool, it’s important to consider where HSA funds will go when the account owner passes away.

Intestate succession, or the distribution of assets when a person dies without a will, can add a layer of complication and stress to the probate process.

As a professional that has spent my 30-year career servicing the fiduciary industry, here are 3 tips (lessons learned) that a future executors can take action on ahead of time to result in a swifter and smoother probate process.

An estate not being able to pay all of its debts, taxes, or inheritance to beneficiaries means it is insolvent. And when this happens, there’s an order to things.

While there are hundreds of individual steps an executor has to take during probate and estate settlement, they can be boiled down to 20 key duties.

You've looked everywhere and think the will may be in the safe deposit box. What in the world do you do now?