Expecting an inheritance windfall? You’re probably already making plans for what to do with the money. But there are a few things you can—and should—do to maximize the long-term value of your share of the estate and honor your loved one’s legacy.
(1) Should my trustee be my spouse or child? (2) Should my trustee be my attorney, accountant or other trusted adviser? (3) Should my trustee be a bank or trust company? (4) Would having more than one trustee be my best option instead?
Summary: (1) Review the will; (2) Handle the care of any dependents or pets; (3) Find important documents…
Anthony shares the mic with his friend, Maureen Pritchard, a probate and estate attorney. Estates are always an issue to families of a decedent, and to clear things up in this area, Maureen shares her expertise with us. Listen as she answers common questions regarding probate and the decedent’s estate.
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