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Tag: Death Certificate

Can an Executor be Replaced?

Written by Kevin Quinn on January 25, 2021. Posted in Estate Planning, Probate, Wills.

“Drafting a last will and testament can help to ensure that your assets are distributed according to your wishes...

Assets, Beneficiary, Codicil, Death Certificate, Estate Planning Attorney, Executor, Inheritance, Legal Guardian, Probate, Will, Witness

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What are the Responsibilities of a Trustee?

Written by Kevin Quinn on November 16, 2020. Posted in Estate Planning, Health Care Directives, Trusts.

“A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has...

Assets, Beneficiary, Date of Death, Death Certificate, DOD, Estate Planning Attorney, Executor, Fiduciary Duty, Grantor, Probate, Trustee, Trusts

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Five Top Reasons to Add Beneficiaries to Investment Accounts

Written by Kevin Quinn on July 9, 2020. Posted in Asset Protection, Beneficiary Designations, Current Affairs, Divorce, Estate Planning, Inheritance, IRA, IRA Planning, LCPC, LGBT, Life Insurance, Miscellaneous, Probate, Retirement Planning, Settlement, Tax Planning, Trusts, Wills.

“Losing a loved one isn’t just an emotional burden—it also carries an administrative load. There are flower...

Account Custodian, Beneficiary Designations, Death Certificate, Estate Planning Attorney, Inheritance, IRA , Probate, SEP

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