Category Archives: living trust

What Is The Difference Between A Trustee And An Executor?

posted: December 19, 2011

This is a great question and it is often asked at my consultations. An executor is a person named in a Last Will and Testament.  This person’s role is to submit the original Last Will and Testament to the Probate Court in the county where the person died and request authority from the Clerk to [...]

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Do Your Beneficiary Designations and Will or Trust Match Up?

posted: December 6, 2011

Many people think that whatever their Will or Trust says is what goes.  Well, this is somewhat incorrect.  The reality is that if your asset has a named beneficiary, then that beneficiary designation takes precedence over any distribution your Will or Trust may make.   For example:  Your money market account you own alone has [...]

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