Trustee vs. Executor: Who Does What After a Death
A trustee manages trust assets; an executor manages will assets through probate. How the two roles differ, and how to tell which one you are.
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A trustee manages trust assets; an executor manages will assets through probate. How the two roles differ, and how to tell which one you are.
What to do after death starts with legal proof, urgent family tasks, and protecting the estate.
A charitable remainder trust pays you income for a term, then gives the rest to charity, with a tax deduction and no capital gains. How CRATs and CRUTs differ.
A dynasty trust keeps wealth in one trust for many generations, out of each heir’s taxable estate. How it works, the GST tax, and who it fits.
Learn how to avoid probate with living trusts, beneficiary designations, TOD and POD transfers, joint ownership, and small-estate shortcuts.
An ILIT owns your life insurance so the payout stays out of your taxable estate. How it works, the Crummey and three-year rules, and who needs one.
A QTIP trust gives your surviving spouse income for life, then passes what is left to heirs you choose. Why blended families use it, and its tax role.
Revocable living trust basics explained. Learn how a living trust avoids probate, who should have one, what it costs, and how to fund it properly.
Sell a car without probate when it was jointly owned, had a TOD beneficiary, or fits your state
A SLAT moves assets out of your taxable estate using your exemption, while your spouse keeps access. How it works, why couples use it, and its risks.
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