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posted on 31 Mar 2014 | Daniel P Felix - The Professional Trustee | Group News
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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posted on 28 Mar 2014 | Daniel P Felix - The Professional Trustee | Group News
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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posted on 25 Mar 2014 | Daniel P Felix - The Professional Trustee | Group News
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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posted on 17 Mar 2014 | Daniel P Felix - The Professional Trustee | Group News
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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posted on 26 Feb 2014 | Daniel P Felix - The Professional Trustee | Group News
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...
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