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These webinars will be hosted on Zoom.

How to Be a Successful Successor Trustee

Make Sure Your Loved Ones and/or
Successor Trustee Know Exactly What to Do If
You Become Disabled or Pass Away

How to ensure different types of property pass to the heirs in their entirety.
When and how do estate taxes need to be paid (there can be interest and penalties if you’re late!)?
Can a family business be paralyzed or destroyed if there isn’t a definite plan in place to keep it going?
Who is in charge? Who has the legal authority to cash checks, pay bills, make decisions?
How much of all this will be open to public view?
How to prevent family squabbles over personal belongings and challenges to the wills?
How much cash will be needed to satisfy unpaid bills, such as utilities; mortgage payments; hospitals and doctor bills; and funeral and burial costs?
Must you go through probate? And how much does that cost? How long does it take?
Where are the important papers, such as wills, trusts, marriage licenses, life insurance policies, etc, located?
Can you sell the residence and how soon?
Do you need to see an attorney? An accountant? A financial planner?