A rough (and wildly incomplete) list of the tasks involved in the administration of a trust, usually following the death of its settlor or surviving settlor. 1. Send letter to all heirs listing name and date of trust and name and date of death of settlor. List names and addresses […]
Monthly Archives: September 2017
2 posts
No, this is not the cost of a nursing home or your tax bill. This is the number of people who turn 65 every day in America. Let that sink in for a minute, then contemplate the fact that a 65-year old woman today will live another 2 decades. Now […]