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You've taken that huge step with your estate planning attorney: you've signed your trust documents and transferred your assets into the trust! Congratulations!
But you're not finished. There's more... | |
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In the past we educated ourselves on the importance of Wills and Trusts, the importance of these tools when it comes to succession planning and asset protection. Today, I would like to highlight the... | |
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Who will serve as the trustee, whether now or after you are unable to do so yourself?
A prudent approach to whom you choose may well consider your specific situation and preferences. And the... | |
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We're not the only ones who've been talking about the value of a trust protector for some time. Perhaps now with the Times on the bandwagon, the use of the trust protector will... | |
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On Valentine's Day, this professional trustee discussed how to support the relationship between those in charge of the money, such as the family trustee, and those in charge of health care, such as... | |