Trusts

Does a testamentary trust go into effect during or after probate?

Q&A with Loraine: Does a testamentary trust go into effect during or after probate?

Question: Does a testamentary trust go into effect during or after probate? Do the responsibilities of a testamentary trust’s trustee begin after the will is …

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Morgan And DiSalvo, P.C. | Attorneys at Law

A Guide to Different Types of Trusts

A Trust is a common tool that we like to think of as the ‘Swiss Army knife’ of estate planning. Depending upon your unique situation, …

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Q&A with Loraine: Trusts, Wills and Probate

Q&A with Loraine: Trusts, Wills and Probate

Question: My friend, Pete, just lost his mother. He is having a difficult time knowing what to do about her estate because it involves a …

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Q&A with Loraine: Probate costs

Question: How much does it cost to probate a standard will? There is no land, money, or other assets in the estate to be distributed. …

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Q&A with Loraine: Distribution of Jointly Owned Property

Question: How is the distribution of joint property handled when a married couple have separate wills but own assets together? I understand that assets that …

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A Simple Estate Plan Leads to a Family of Clients

When John Chouinard, a client relationship manager, first thought about creating an estate plan, he contacted the corporate attorneys at his employer, a public company …

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How to Pass Assets to Your Spouse Under Your Estate Plan

For married couples, you will need to decide how to pass all or a portion of your assets to the surviving spouse under your estate …

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How to Pass Inheritances to Your Children and Other Non-Spouse Beneficiaries

How to Pass Inheritances to Your Children and Other Non-Spouse Beneficiaries

  One of the primary decisions that you will need to make in structuring your estate plan is how to eventually pass on your remaining …

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