Why Naming Successor Trustee is Equally as Important as Naming Trustee
If you are in the process of estate planning, naming a trustee and successor trustee is a critical piece of the puzzle. In their role,
If you are in the process of estate planning, naming a trustee and successor trustee is a critical piece of the puzzle. In their role,
Protecting your family’s legacy through a family trust is an essential part of estate planning. No matter which type of trust you choose, selecting the
When beginning the estate planning process, consider the pros and cons of a revocable vs. irrevocable trust, like tax benefits and trustee control.
Be prepared for the passing of a loved one by first understanding which forms must be filed for the decedent’s estate, including IRS Form 1041.
On the football field, nowhere is trust more important than at the quarterback position. With every snap, a quarterback puts his own career and health
What if your loved one unexpectedly passed away and you were locked out of your banking account? Worse yet, what if the court became involved and decided that the assets you and your spouse worked so hard to acquire should belong to someone else?
No matter what size estate you leave behind, you want to ensure your assets are distributed and managed according to your desires.
As baby boomers enter their golden years, the over-60 population in the United States is soaring. Higher life expectancies and lower birth rates are increasing
As you organize your trust to protect, manage, and distribute your assets, you will invariably need to appoint a trustee to oversee its administration. In some cases,
When you establish a trust to hold and manage assets from your estate, that trust requires a trustee to assume fiduciary responsibilities. Estate holders may