Category: Trustee Responsibilities

Revocable or Irrevocable? Which is Better for Your Situation?

A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and provides for yourself and your heir... Read More »

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Choosing a Corporate Trustee

Making plans for your money and property after you pass away is not the most exciting thing to do. It involves thinking about situations that may caus... Read More »

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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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