Trustee & Estate Settlement

*The largest occupational groups to pay federal estate taxes for the period 2004 – 2006 are: First, CEOs, Second, Healthcare workers Third, teachers.    Bet you would not have guessed teachers! The group includes teachers, librarians and curators. Real estate (excluding personal residence) is noted as a primary reason contributing to estate tax liability.  *Source: […]

When someone dies, there are many important financial responsibilities that need attention. State and federal laws, along with a will or trust govern much of what needs to happen and who is responsible. If no will or trust exists, the law directs how to proceed with managing many of the affairs of the estate. The […]