Attend Our Estate Planning Online Masterclass

Get The

Peace Of Mind

You Deserve

Category: Trust Administration

  • All
  • Estate Planning254
  • FAQs166
  • How To Start Estate Planning164
  • Trust Administration18
  • Probate8
Estate Planning Missouri Ozarks

Special Needs Plans Need Regular Reviews!

Estate planning generally focuses primarily on lifetime protection and post-death distribution of assets. Special needs planning focuses primarily on the individual beneficiary’s lifestyle and care needs.

Read More
A True Ozarks Legacy

What are the Responsibilities of a Trustee?

A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a ‘fiduciary duty’ to serve the grantor and not benefit personally.

Read More
Revocable Trust Agreement

Trusts: The Swiss Army Knife of Estate Planning

We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent her from having full access to her funds. On the other hand, we could imagine a loved one with special needs, whose needs will be provided for with trust-protected money.

Read More
Revocable Trust Agreement

What Happens If I Don’t Fund My Trust?

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

Read More
Estate Planning Terms

What Basic Estate Planning Documents Do I Need?

At this stage of your life, preparing these must-have documents is one of the most profound acts of love that you can bestow. This paperwork can shield your family from needless heartache, hassle and expense.

Read More
Revocable Trust Agreement

Why Is Trust Funding Important in Estate Planning?

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

Read More
Revocable Trust Agreement

There Is a Difference between Probate and Trust Administration

Probate and trust administration are not the same. There are important differences and similarities between administering a decedent’s probate estate and administering a decedent’s trust estate.

Read More

‘Siegfried & Roy’ Star Roy Horn Named Siegfried His Executor

The late ‘Siegfried & Roy’ star, Roy Horn, named lifelong friend and performance partner, Siegfried Fischbacher as the executor of his multi-million-dollar estate, according to his will filed in Las Vegas courts.

Read More
Revocable Trust Agreement

Does a Beneficiary of a Trust Have to Pay a Tax?

Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust’s income, rather than the trust itself paying the tax. However, these beneficiaries are not subject to taxes on distributions from the trust’s principal.

Read More
Revocable Trust Agreement

What To Know about Trusts and Estate Planning!

Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.

Read More
Subscribe!