Inheritance and estate planning are too easy to postpone. Even though life is fragile, we tend to think we will live forever. You can probably come up with a number of reasons to postpone your estate planning. I don’t want to hear them. Your parents can probably
How to choose an executor or trustee requires some thought and analysis. An executor is the person or company that handles your estate after you die. Whether your estate is held in a trust or is passed by your will, you need an executor or trustee to
How to fund a trust (or better yet: how NOT to fund a trust) is an important topic. I recently received the following from one of my students regarding the disbursement of assets from her father’s accounts after his death, now eight years ago and counting: I
What are trustee duties and responsibilities? A trustee is the person who safeguards and manages the trust property for the benefit of the beneficiaries. These duties can involve signing a stock vote, filing a tax return, or investing money, among other things. It is important to fulfill
