Probate and Trust Administration

Can a Will Be Kept Too Safe?


Contributed by:  Renee A. Bouchard-Kaiser Can a will be kept too safe?  Surprisingly, the answer is yes!  We were recently engaged by family members to probate and administer a person’s Will and Estate.  During the

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Jointly Held Accounts: A Cautionary Tale


When someone dies, his executor or personal representative is responsible for preparing the decedent’s final income tax return and the decededent’s estate is liable for all income tax due.  If the executor distributes the estate

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