Liza Horvath

Trinity Audioplayer ready... Q: My question centers on costs that a trustee can pay from a trust. My parents died and appointed a cousin as the trustee of their estate. It is a sizeable estate, and my cousin is an experienced financial professional. We al... See more

Trinity Audioplayer ready... Question: Growing up, my family did not have much in terms of material wealth so when my parents passed on, it was simple. We closed their bank accounts and split up the personal property. My husband and I have worked really h... See more

Q: We have been putting off forever completing our estate planning. We have made some difficult decisions like who will be our executor but we are unsure how much to give our children and grandchildren and, really, whether to give them anything at all! Th... See more

According to a recent report published by AARP, in 2024 over 19 million Americans routinely played pickleball and of those players, over 15 percent were over the age of 65. Most of today’s seniors grew up playing tennis and racquetball so moving to pickle... See more

Question: I am the beneficiary of a trust and will be receiving what they call the residue of the trust. The trustee is taking forever to get the funds out to me. It has been five months since my aunt died and still no funds. She has sent money to the oth... See more