How To Effectively Choose a Trustee
Do not put off finalizing or signing your estate planning documents because you're not yet sure who you want to name as…
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Why Accounting, Communication, and Transparency Are So Important for Trustees
Being appointed as a trustee of a trust has important ramifications for not just the trustee but also for other family members…
What Are the Biggest Advantages to Hiring a Professional Trustee?
When creating a trust you have the opportunity to name someone else or a corporate entity to serve as a trustee. The…
8 Things a Trustee Might Do
Trustees will be required to do some or all of the following tasks listed below based on the express terms outlined in…
What Does a Trustee Actually Do?
A trustee is appointed to manage the administration of a trust's terms. This person also acts as a custodian for the assets…
What Is a Directed Trust?
When thinking about your family wealth management there are many different options available to you. Consulting with an experienced asset protection planning…
Who Should Serve as a Trustee?
Whether you choose to go with an irrevocable trust or a revocable trust, it's important to think about the person who will…
Do You Know These Three Trust Parties?
The establishment of a trust is usually a more advanced form of an estate plan and it requires at least three parties,…
Understanding the Power of Appointment in Trusts
Many people who approach their estate planning attorney about putting together a trust have a goal of establishing the trust for the…
How Important Is It If Your Estate Planning Be Followed to the Letter?
Do you have specific wishes or rules you'd like to place about inherited wealth? An independent and professional trustee might be the…
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