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Choosing An Executor or Trustee
...commit it. Spending time to understand your intentions, legal documents, accounts and financials is a commitment that begins immediately upon being designated as a fiduciary for your estate plan. Here...
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Assigning Assets To A Trust
...professional fiduciary deserves a great partner. We’re here to help: Yes Please: The Partnership Account® for Professional Fiduciaries . Colonial Surety is rated “A Excellent” by A.M. Best Company, U.S....
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Estate Planning: Fiduciaries?
...neutral, professional fiduciary may make a particular sense if difficult conflicts or disagreements are a possibility. Those aging solo, may also find the services of a professional fiduciary particularly reassuring....
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Preventing Legal Challenges To Estate Plans
...challenged. Then too, more ordinary human errors, like failed familial communication, can also result in contests to otherwise carefully made estate plans. With good, proactive and professional help, families can...
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Efficient Technology Can Level the Pension Professional Playing Field
How can you as a third party administrator or pension professional compete with the company that is able to take on thousands and thousands more plans than you? With innovative...
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No Trustee? Consider a Third Party
...others when we die, they have some limitations: they do not become effective until the death of the testator (person creating the will), so they are not a useful way...
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Probate Questions Answered
...as omitting a child or spouse, or making a surprising or unusual gift allocation, can result in conflicts which escalate into probate complications and require probate litigation . Failed communication,...
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Inheriting Debt?
...exceptions, in general, upon death, our debts become part of our “estate”—the sum total of what we have and what we owe—when we die. If we have created a will,...
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Probate Bonds Explained
...Company, 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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