What is a Testamentary Trust?

DO YOU NEED A TESTAMENTARY TRUST? Have you been told that you should have a testamentary trust but are confused about what this means? Firstly, a testamentary trust is any trust created in a Will.  It can be as simple as saying “my Executor holds my estate on trust...

What to Do When a Loved One Passes

PROBATE & ESTATE ADMINISTRATION When a client calls shortly after the death of a loved one, they often have many questions and concerns about what they need to do first. Whether the death was expected or sudden, it is always a time of overwhelming emotion. The...