There’s no escaping taxes when settling an Estate. Here's a preliminary list of tax activities to consider throughout the settlement process.

A professional perspective on what executors and successor trustees can do to minimize risk during the settlement process.

If you have been appointed as a successor trustee, what is considered reasonable compensation for the time spent managing the trust? Here are some things to consider when determining fees.

Your parents, a relative, or a close friend asked you to be their executor. What does this mean, and what should you do now?

Almost nothing in life remains fixed after it is created. Pay attention to your Estate plan to make sure it remains valid and consistent with your wishes.

AI is slippery slope when it comes to the legal practice. Here’s an exploration of how it can be expertly deployed in the largely overlooked area of Estate plan management.

Ensuring that Estate planning clients stay on top of their plan - and why that’s good for law firms.

An Estate is a living, ever-changing portfolio. Here’s how to manage it like one.

It’s hard to execute a trust if there are no assets in it. Learn about funding a trust.

We don’t always remember when it’s time to update our Estate plan. Here are the top 10 triggers that require a change.

Estate planning raises unique issues for those living with, or have loved ones with special needs.

What you’ll need to do after the loss of a loved one to avoid unnecessary financial stress.

The Legacy Logix Estate Portfolio Management platform was inspired from the pain of settling my family Estate.