Tag Archives: trustee

Don’t Let Estate Planning Scare You This Halloween

Estate planning is sometimes thought to be a scary process.  Right up there with purchasing life insurance or having a root canal.  But almost all of my clients breathe a sigh of relief when they have completed the process saying … Continue reading

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Avoid Pitfalls of a DIY Will

Self-preparation kits are becoming more popular but beware the hidden dangers of going it alone.  If you are going to purchase a self-preparation kit or online document, you should only view it as preparation for a meeting with a trained … Continue reading

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Marks of the Ideal Trustee

How many people even give the duties of a trustee any thought when they are choosing who they will designate to serve in that capacity?  A trustee’s role is a complex mix of duties, responsibilities and potential liabilities, and in spite of … Continue reading

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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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