Selecting someone to serve as a trustee over this popular estate planning strategy is important because this individual might have regular and ongoing contact with your beneficiaries and loved ones. 
As a result of this direct contact and the need to have open minds of communication between beneficiaries and trustees, it’s a good idea to appoint someone who is familiar with all the roles that they must play in serving as a trustee.
January 9, 2019 |
Selecting someone to serve as a trustee over this popular estate planning strategy is important because this individual might have regular and ongoing contact with ...
Learn MoreJanuary 9, 2019 |
A power of attorney document enables someone else to make decisions on your behalf when he or she is installed as the agent. If you ...
Learn MoreJanuary 8, 2019 |
Do you have specific wishes or rules you’d like to place about inherited wealth? An independent and professional trustee might be the right choice as ...
Learn MoreJanuary 7, 2019 |
The laws are generally not very strict about who can serve in the important role of a trustee or administrator of your established trust. However, ...
Learn MoreJanuary 7, 2019 |
Two key individuals might be installed as part of the management of your estate plan either during life or after you pass away. These are ...
Learn MoreJanuary 4, 2019 |
So you’ve already made the decision to use a trust as an estate planning strategy to shield assets from potential creditors or predators, to add ...
Learn MoreJanuary 3, 2019 |
Establishing a power of attorney enables another individual to make decisions on your behalf. Depending on the specifics of your unique concerns, a power of ...
Learn MoreJanuary 1, 2019 |
You need to have three clear phases to the business succession planning process to ensure that you have considered all aspects and are as prepared ...
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