Tag Archives: trustee

Preparing to Call Your Estate Planning Attorney

I know most of you can barely hold yourself back from dialing that phone and calling your estate planning attorney to set an appointment to do your will.  But let’s reign in some of that enthusiasm and do a little … Continue reading

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Key Issues In Selecting A Trustee

A trustee should be designated any time you are creating a trust.  There are many types of trusts.  Sometimes we create trusts to be effective immediately.  Other times we create them within a will to be effective upon death or … Continue reading

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What, me worry?!

Some people contacting my office with confusion in their voices are children of parents who set up a living trust and failed to communicate to their children the responsibilities they would have when mom and dad died or became incapacitated.  … Continue reading

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Does Your Estate Plan Include your Digital Assets?

Many of us have prepared our will or trust to distribute our assets when we die.  But what happens if your personal representative cannot find or access your assets?  This is what often occurs regarding your digital assets. So, what … Continue reading

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Trusts – Do They Work?

You bet.  But what work do they do?  Not much if they are not properly drafted and if you don’t use them properly.  I speak with many attorneys who, like me, do some or a lot of their legal work … Continue reading

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