When someone passes away, handling the estate is not as simple as assets getting handed out to family and friends. If the estate goes through probate, there is a hierarchy of who gets paid first. The administrative fees are typically handled first, followed by creditors. If the person or entity owed money is what we call Super Creditors, such as the IRS, those debts are moved to the front of the line. This could mean there is nothing left for beneficiaries and heirs. [ Ссылка ]
[Ad] Ready to take control of your estate planning? We're here to guide you every step of the way. Schedule a free discovery call today, and let us help create a plan that secures your future and protects your loved ones. [ Ссылка ]
We're pleased to provide a library of e-books to address common estate planning questions and concerns in practical, easy-to-understand language.
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Kirsten would love to offer you access to her Incapacity Planning resource page: [ Ссылка ]. We’ve collected our top planning information all in one place so listeners can find videos, guidebooks, blog posts, and a host of information with tips and strategies on implementing, planning, and protecting themselves and their loved ones.
Your Trust Administration Guide:
The job of a trustee isn’t as easy as one may think. You must give legal notices, retitle assets, file tax returns, understand a legal document, and perform a variety of tasks most people find unfamiliar. As a trustee, if you forget a step or make a mistake, you could be held liable. Protect yourself, have a plan, and find out the next steps about your specific trust. Schedule a one-hour roadmapping session with Absolute Trust Counsel. We will review your trust, answer your questions and develop an action plan to get the job done right. [ Ссылка ]
Kirsten Howe and the Absolute Trust Counsel Team Can Be Reached at 925-943-2740 or Info@AbsoluteTrustCounsel.com.
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