News & Resources

I recently was asked by a sole executor-heir when they can assume the mortgage on their childhood home. The client wanted to know if they could assume the mortgage already or if they had to wait for probate to close. The...

A Trustee and an Executor are distinct roles but with a similar function. While you’re alive, you can give money away by writing a check, transferring through Zelle, Venmo, a wire transfer, or simply handing over cash.