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Category: Trust Administration

Inheritance Theft

How Can I Prevent Inheritance Theft?

POSTED ON: May 6, 2025 BY: Kyle Krull
Inheritance theft can rob families of their relationships as well as their assets.
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Grief

How Can Grief Impact Work?

POSTED ON: May 1, 2025 BY: Kyle Krull
Grief can lead to workplace challenges related to poor concentration, limited energy, and strained emotional health.
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NFTs

How Do I Include NFTs in My Estate Plan?

POSTED ON: April 29, 2025 BY: Kyle Krull
Those who have NFTs as part of their investment portfolios should engage in appropriate estate planning to protect these digital assets.
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Spouse

What Should I Do After My Spouse Dies?

POSTED ON: April 24, 2025 BY: Kyle Krull
The death of a spouse is both emotionally challenging and logistically complicated.
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Access

Estate Representatives Need to Have Access to Documents.

POSTED ON: April 22, 2025 BY: Kyle Krull
An effective estate plan must be stored in a secure location; but agents, trustees, and executors will need to be able to access the documents at the appropriate times.
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Home

What Is the Best Way to Pass on My Home?

POSTED ON: April 10, 2025 BY: Kyle Krull
Transferring your home to loved ones requires careful planning to reduce taxes, bypass probate, and protect the financial future of your family.
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Guardian

Who Should I Choose to Be a Guardian for Minor Child?

POSTED ON: April 8, 2025 BY: Kyle Krull
Choosing a guardian for a minor child is an important decision because it will impact the trajectory of the child’s future if his or her parents die.
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Joint ownership

What are Risks Associated with Joint Ownership?

POSTED ON: March 27, 2025 BY: Kyle Krull
While many assets have the option of joint ownerships, people should take this step after much consideration. Trusts, beneficiary designations, and transfer-on-death deeds can provide the same benefits with fewer risks.
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Generational wealth

How Can You Protect Generational Wealth?

POSTED ON: March 20, 2025 BY: Kyle Krull
Generational wealth must be transferred effectively in order to benefit children, grandchildren, and future generations. Comprehensive estate planning protects assets for loved ones.
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Divorce

How Will Divorce Impact My Estate Plan?

POSTED ON: March 6, 2025 BY: Kyle Krull
Divorce impacts finances, relationships, and life circumstances. Because an estate plan address both people and property, individuals will need to change their estate plans to align with the changes triggered by divorce.
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