Monthly Archives: February 2016

How to Select Your Trustee

Selecting a trustee is not something to take lightly.  This individual, group of individuals or entity has very important duties and can be subject to liability if they are not carried out properly.  They will oversee your treasured possessions for … Continue reading

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Executor Pitfalls

The Wall Street Journal recently ran an article highlighting some of the difficulties that can arise when a person serves as executor of an estate.  These are just a few of the pitfalls an executor may encounter.  Unfortunately, there are … Continue reading

Posted in Beneficiary designation, Charity, Debts, Estate Planning, Estate Tax, Financial Planning, Inheritance, Probate, Trusts, Uncategorized, Will challenge, Wills | Tagged , , , , , | Comments Off