Tag Archives | Top 10 List

TISSER’S TOP TEN CHOOSING AN ESTATE PLANNING AND TRUST ADMINISTRATION ATTORNEY

CHOOSING AN ESTATE PLANNING AND TRUST ADMINISTRATION ATTORNEY 10 Questions to ask your attorney Finding the right attorney to assist with your estate planning and trust administration can be a frustrating and confusing experience. With the myriad of resources and consultants in the marketplace, here are a few questions to ask the person you are […]

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TISSER’S TOP TEN TRUST ADMINISTRATION CHECKLIST

TRUST ADMINISTRATION CHECKLIST Contact an experienced trust administration attorney. (a) Failure to get proper advice can subject the trustee to personal liability. Review the estate plan. (a) Determine how many trusts need to be created. (b) Determine the trustees and beneficiaries. Collect all information regarding assets owned. (a) Was there life insurance on the decedent’s […]

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TISSER’S TOP TEN ADVANCED ESTATE TAX PLANNING TECHNIQUES

ADVANCED ESTATE TAX PLANNING TECHNIQUES The following is a summary of various Advanced Estate Tax Planning Techniques available for eliminating or minimizing estate taxes. While not all techniques may be appropriate for your situation, you should see which ones might be beneficial to you and your family.

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