While you may be familiar with the role of a Trustee and its importance to your estate, you may need to understand what that role fully entails. If you comprehend what is expected of a Trustee, you can more easily… Read More
Posts Tagged ‘trustee’
-
Don’t Make These 5 Estate Planning Mistakes
Estate planning can be a complicated process. However, there are a few major estate planning mistakes you should be careful to avoid. These mistakes can lead to faulty estate planning, unpleasant outcomes, and unhappy beneficiaries. If you want to avoid… Read More
-
Understanding the Three Roles in a Trust
A living trust can be an excellent estate planning tool. However, if you are new to estate planning and aren’t quite sure what each role in a trust means, it’s essential to understand. The distinct roles in a trust are… Read More
-
Mistakes to Avoid During Trust Administration
Trusts are popular additions to many estate plans. Trusts can often be used instead of or in addition to a will to distribute assets and wealth efficiently. When a trust is used, the creator of that trust is required to… Read More
-
3 Estate Roles: Executor, Trustee, and Guardian
Estate planning can be a beneficial tool for anybody looking to manage the future of their healthcare, wealth, assets, and family. However, navigating the many legal documents necessary to plan carefully can be overwhelming. Working with an estate planning lawyer… Read More
-
Individuals You May Need to Include In Your Estate Plan
An estate plan requires you to name individuals for a variety of responsibilities. These responsibilities differ from one another, so you must consider the requirements of each role before you name someone in your estate plan. Your estate planning lawyer… Read More