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Orange City Estate Planning Blog

Probate vs Trust Administration

Probate and trust administration are not the same. There are important differences and similarities between administering a decedent’s probate estate and administering a decedent’s trust estate.

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HDHP

What Must Be Done when a Loved One Dies?

It can be hard to move through your daily life after someone you love dies. It may be even harder to embark on the complex tasks required to put their financial affairs in order. However, you can’t afford to put that off.

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Funerals

Save Your Family Stress and Plan Your Funeral

The death care industry — yep, it’s got its own industry moniker — is an estimated $20 billion business.  Service Corporation International, a publicly traded company that operates 1,475 funeral homes and 483 cemeteries in 44 states, pulled in more than $3.2 billion in revenue in the past 12 months.

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Next Steps after a Loved One Dies

When a family member or other loved one dies, the natural response is to feel overwhelmed. However, there are some very practical and legal matters that need to be attended to ‘immediately, if not sooner.’

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Estate_Planning_Orange_City_Iowa

Do Beneficiaries of a Will Get Notified in Iowa?

In most instances, a will is required to go through probate to prove its validity. Investopedia’s recent article entitled “When the Beneficiaries of a Will Are Notified” explains that there are exceptions to the requirement for probate, if the assets of the diseased are below a set dollar amount. This dollar amount depends on state…

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High Five: Geckos and Trust Administration

Geckos are amazing and resilient creatures. They can climb up vertical surfaces. Some geckos can fly. If you cut off a gecko’s tail, they’ll grow it back. These five tips for making an estate or trust administration go smoothly create the acronym ‘GECKO’. So, keeping the amazing lizard in mind, read on for some helpful advice on how to ease the process of estate or trust administration. [Read More]

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