Selecting a Trustee is just as important as every other decision that you make when creating a Trust. If you are creating a Trust for the benefit of one of your family members, it is often a good idea …
Trustees
Investing Trust Assets Prudently
Placing your assets in a Revocable Living Trust is a great way to protect and preserve them for your loved ones after you pass away. However, you need to make sure that you take the appropriate steps …
Your Estate Plan: Who’s in Charge, When (Part 2 of 2)
A comprehensive estate plan includes a lot of documents and many trusted helpers so its important for both you and your helpers to understand whos in charge, when. Heres a brief outline, but if you …
[Read more...] about Your Estate Plan: Who’s in Charge, When (Part 2 of 2)
Your Estate Plan: Who’s in Charge, When (Part 1 of 2)
A comprehensive estate plan includes a lot of documents and many trusted helpers; so, its important for both you and your helpers to understand whos in charge, when. Heres a brief outline, but if you …
[Read more...] about Your Estate Plan: Who’s in Charge, When (Part 1 of 2)
Should I Choose a Family Member Trustee?
Many clients do pick a family member trustee; however, other times professional trustee such as a corporate fiduciary or a CPA is chosen. It depends on the type of trust, the assets involved, legal …
[Read more...] about Should I Choose a Family Member Trustee?
