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HomeTrust Administration

Posts in category: Trust Administration

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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medicaid planning new york

The Most Common Medicaid Myths That Cost Families

July 12, 2026
by Tiffany Caserta Estate PlanningMedicaid PlanningTrust Administration

"My neighbor told me we should just put the house in the kids' names." I hear comments like this all the time. When families begin thinking about the possibility of long term care, everyone seems to have an opinion. Friends share stories about what ...

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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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