Estate Administration/Estate Settlement

Portability is a way for spouses to combine their estate and gift tax exemptions. More specifically, it’s a process where, after the first spouse dies, the surviving spouse can transfer (i.e., “port”) the unused estate tax exemption of the deceased spouse to himself or herself.

Student loans are currently a hot topic in the United States, and will likely continue to be for years to come. Student loans can be the source of much financial stress for many living individuals, but have you ever thought of what happens to those loans, and who is responsible for them, should the borrower pass away?

In this article, we tackle the “who’s who” in an estate administration so you or a client can better understand the roles and responsibilities these key stakeholders play.

Between property maintenance, potential legal fees, and memorial expenses, the bills can add up quickly. If you are left wondering how one is able to afford this expensive and seemingly endless work, then read on for information and helpful tips.

Heirs’ Property is a term that refers to a home or land that passes from generation to generation, without a will, often over generations. Heirs' property is a serious problem that not enough people are talking about. In this article, we shed light on this important topic.

Generally speaking, probate is simply one small part of an estate administration.

FEMA has agreed to supplement funeral expenses for COVID-19 related deaths. Continue reading to learn more.

What I like most about the Toolkit is it allows me to feel in control and organized by categorizing recommendations by type, including recommendations for planning, property, relationships, etc. Thanks to the Trustate Toolkit, I'm pleased to report my husband and I are now moving in the right direction and tackling our estate head-on.

What happens when you try to secure property and in turn, it backfires?

We prepared four straightforward guides for handling, distributing, and inheriting a car.

Opening and managing an estate after your loved one dies is daunting. Download our free 20 page resource and learn how estate administrators and executors can handle the process with less anguish.

Settling an estate is a complicated process. Read these 5 facts before you get started to avoid common mistakes.