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Good Idea: Successor Trustee

includes trustee, personal representative, executor, administrator, guardian, conservator and many more . See for yourself, today: Yes Please: The Partnership Account® for Professional Fiduciaries . Colonial Surety is rated “A...
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Wealth Transfer and Women: Estate Plan!

...your online accounts and all digital content handled when you die or become incapacitated” alongside your official estate planning documents. Bonding Solutions for Professional Fiduciaries When families put their trust...
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Probate Litigation and The Role of Attorneys

...proactive and comprehensive estate planning. Because no one can predict the future, making and communicating plans well before action is needed, is a wise choice—-and ultimately among the most important...
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Probate Dispute?

...differing interpretations of a will or trust or intentions of the deceased. Disagreements about the actions of the designated executor, personal representative or administrator, as well as failed communications between...
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Probate in New York: The Surrogate’s Court

...of Dunlap Bennett & Ludwig explains: Once a person dies all of their assets become part of what is called their estate. Most New York estate matters are handled by...
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Avoiding Probate Mistakes

...busy with their duties , and  the probate process can take some time—a year or so is fairly common. Recognizing that executors and administrators can easily become overwhelmed, attorneys at...
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Estate Administration?

U.S. Treasury listed, and licensed for business everywhere in the USA. Our customers have awarded us a 4.8 Trustpilot score. Whenever and wherever you need a bond, trust Colonial: www.colonialsurety.com...
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Meaningful and Impactful Gifting

...a common scenario: one child is struggling with student loans and rising housing costs, while another is comfortably well-off. As a parent, how do you navigate these different financial realities...
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Who Should Be Your Trustee?

...appointment of trustees, keep in mind that it is an option to designate a professional or institution and sometimes, complex circumstances make doing so a solid choice, as Dodds sums...
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