Category: Trustees

Setting Your Trustee Up For Success

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that thei... Read More »

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Not Sure You Want to Serve as an Executor or Trustee – You Can Say “No”

It is important to think carefully about your ability or willingness to serve as an executor or trustee for someone else. If a family member or friend... Read More »

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Trustee Needs to Be … Trustworthy!

Even though multimillionaire Stanley Smith did all the right things in creating his estate plan, it turned out his trust wasn’t foolproof, accordin... Read More »

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