General

Elder Abuse

Elder abuse is defined as an act or omission that causes harm to a senior or jeopardizes his or her health or welfare. Elder abuse can take place in the home, in a residential setting, or in the community. The perpetrator can be a stranger, caregiver, or family member, but studies show that abuse usually …

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Checklist: Executor’s Duties

Being an executor is an important obligation not to be taken lightly. There are many duties that are necessary. Initial Work The Estate Trustee or executor’s first steps are to make funeral/burial arrangements, obtain the Funeral Director’s Proof of Death and deceased’s identification, bank and credit cards, Last Will (any codicils), valuables needing safekeeping, notify …

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Administration Bonds

What is an Administration Bond?  An administration bond is a promise to pay under specified circumstances, undertaken by a prospective estate trustee, to protect the interests of the beneficiaries and creditors if the estate trustee misappropriates assets of the estate or otherwise perpetuates a fraud on the estate. The bond is obtained from a surety …

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