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HomeProbate and Trust Settlement

Posts in category: Probate and Trust Settlement

what happens when you are named a beneficiary

You’ve Been Named a Beneficiary. What Happens Next?

August 10, 2026
by Tiffany Caserta Estate AdministrationProbateProbate and Trust Settlement

Learning that you have been named as a beneficiary can bring several emotions at once. You may feel grateful that someone thought of you. You may still be grieving the person who died. At the same time, you may be wondering what happens next, how long ...

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will-vs-trust-estate-plan

Will or Trust? How to Choose the Right Estate Plan for Your Family

August 3, 2026
by Tiffany Caserta Estate PlanningProbateProbate and Trust Settlement

Many people begin estate planning with the same question: Do I need a will or a trust? It sounds like a simple choice. A will feels familiar and straightforward. A trust can sound more complicated, more expensive, or designed only for people with subst ...

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responsibilities trustees face

What Trustees Wish They Knew Before Someone Died

June 15, 2026
by Tiffany Caserta Estate PlanningProbate and Trust SettlementTrust

Karen thought being named trustee was simply a sign that her father trusted her most. That was before the phone calls started. Three days after the funeral, her brother wanted to know when he would receive his inheritance. Her sister questioned why ...

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