Learn how charge and discharge statements provide a clear overview of income and expenses in estate accounting, ensuring fair fiduciary management and distributions.

When someone passes away, the executor of the estate is responsible for distributing the assets. Property, furnishings and other tangible items are relatively easy to distribute to heirs. However, how ...

A recent client scenario brought to light the many drawbacks of joint ownership as an estate planning tool. In this particular case, the client’s aunt added him and his cousin as joint owners of her ...

Managing estate assets and beneficiary interests can feel overwhelming, especially when emotions run high and details matter ...