Blog

The Conversation: Talking with your family about estate matters during the holiday season

The holidays are one of the few times the entire family gets together during the year. That also means it's a great time to talk about estate planning.

November is Make a Will Month

How to post a notice to creditors in newspapers during probate

Notifying creditors of a death is one of the first step you need to take as an estate administrator, here's how to do it;

How does an executor sell a car?

Selling a car belonging to someone who is deceased can be tricky, in this post we outline how an executor will sell a car belonging to the deceased.

What estate expenses are tax deductible?

Settling an estate can get expensive pretty quickly. Here’s what you need to know about tax-deductible estate expenses.

What happens when an executor of an estate dies?

An executor plays a pivotal role in the estate settlement process. When they die before the testator or while probate is ongoing, the settlement process can be delayed.

How to find assets of a deceased person as an executor

Part of an estate executor’s job is to create an inventory of all assets belonging to the estate. Here’s what you need to know.

Patagonia Trust Analysis: Values Driven or Money Driven?

Patagonia leveraged a key trust initiative to realize tax breaks and, more importantly, use these advantages to further its vision.