by FamilyTrust | Dec 26, 2013 | Blog Resources, Do-It-Yourself Estate Plan, Estate Administration, Estate Plan, Family Trust Online, Legacy Resources, Set Up Family Trust, Tools & Resources, Trusts and Estates, Wills and Trusts
Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then,...
by FamilyTrust | Oct 23, 2013 | Advisor Team, Estate Administration, Family Succession, Legacy Resources
Families who successfully transfer their wealth from generation to generation focus on their human capital first. Their secret is to begin with values and include all four wealth pillars. They build strength and communication within the family, customizing...
by FamilyTrust | Sep 6, 2013 | Estate Administration
Estate administration involves much more than meets the eye. The legal and fiduciary responsibilities associated with being an estate trustee are significant, so they are best handled by a professional. Areas with which you need to be familiar when considering estate...
by FamilyTrust | Sep 1, 2013 | Estate Administration, Tools & Resources
Ever wished you could do more for clients during this troubling time? Learn how to become the “go to” trusted advisor. EstateManagerPRO™ is the only comprehensive resource to help families dealing with the death of a loved one. Read more:...
by FamilyTrust | Jul 23, 2013 | Estate Administration, Indiana
The need and expense of federal and state death tax returns is gone! For almost every Hoosier household, as much as 50% to 60% of estate inheritance fees and long waiting times for return approval should be a thing of the past. In Indiana, only creditors’ claims need...
