Month: October 2018

Senior Connection Expo October 12, 2018 Probate CATEGORIES OF DECEDENT’S ASSETS Determine whether assets are in joint tenancy or community property with right of survivorship or have beneficiary designations such as pay on death or transfer on death or have named beneficiaries on life insurance, annuities, or retirement plans. These assets are not part of [...]Continue reading
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Senior Connection Expo October 2, 2018 Trust Administration: Appointment Of Successor Trustee Review the trust document to determine who is appointed as successor trustee(s) upon the death or incapacity of the settlor (i.e. the person who created the trust). If the settlor is alive, but incapacitated, review the trust terms to ensure you have acceptable [...]Continue reading
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