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Who Should I Choose As My Trustee?
Who Should I Choose As My Trustee?

Naming a trustee is the next important step after establishing your trust. A trustee’s responsibilities include collecting income, paying bills and taxes, saving and investing for the future, buying and selling property, providing for loved ones, keeping accurate records, ...

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Recent Posts
  • Who Should I Choose As My Trustee?

    Naming a trustee is the next important step after establishing your trust. A trustee’s responsibilities include collecting income, paying bills and taxes, saving and investing for the future, buying ...

    Read More
  • Choosing a Successor Trustee: What You Should Know About Their Role and Responsibilities

    Choosing who will serve as successor trustee for your revocable trust can be a difficult decision. However, it’s important to carefully consider who will fill this role, as they’ll be responsible for ...

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  • You Inherited a Retirement Account: Now What?

    For decades, common financial planning wisdom has encouraged almost all-American workers to maximize their contributions to qualified retirement accounts. Indeed, doing so can be a powerful way to ...

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  • Should You Own Your Timeshare in Your Trust?

    Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early days of timeshare ownership, high-pressure sales tactics, exceedingly vague contracts, ...

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  • A Tale of Two Celebrities: Chadwick Boseman and Eddie Van Halen

    The death of an iconic figure can sometimes impact us deeply because it reminds us of our shared humanity. With a celebrity’s passing, we realize that death is an equalizer. It also reminds us of the ...

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  • Can an Estate Plan Include a Right of First Refusal on Certain Property?

    Estate planning attorneys are occasionally asked by clients whether an estate plan can include a right of first refusal (ROFR) (sometimes called a first right of refusal) on certain items or parcels ...

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