MASTER
 
 

How to Be a Successful Successor Trustee: What Happens When a Loved One Passes & How to Settle Their Affairs

By Parman and Easterday (other events)

Thursday, December 6 2018 6:00 PM 8:00 PM CDT
 
ABOUT ABOUT

Legacy Care Program Members-Only Free Event…
How to Be a Successful Successor Trustee:
What Happens When a Loved One Passes & How to Settle Their Affairs

At this FREE special event we’ll bring your family peace of mind and reveal the answers to these questions:

    How to ensure different types of property pass to the heirs in their entirety.
    When and how do estate taxes need to be paid (there can be interest and penalties if you’re late!)?
    Can a family business be paralyzed or destroyed if there isn’t a definite plan in place to keep it going?
    Who is in charge? Who has the legal authority to cash checks, pay bills, make decisions?
    How much of all this will be open to public view?
    How to prevent family squabbles over personal belongings and challenges to the wills?
    How much cash will be needed to satisfy unpaid bills, such as utilities; mortgage payments; hospitals and doctor bills; and
    funeral and burial costs?
    Must you go through probate? And how much does that cost?  How long does it take?
    Where are the important papers, such as wills, trusts, marriage licenses, life insurance policies, etc, located?
    Can you sell the residence and how soon?
    Do you need to see an attorney? An accountant?  A financial planner?
Please register for a free seat at this link: https://www.parmanlaw.com/seminars/191/how-to-be-a-successful-successor-trustee/