in Helpful Insights
Should You Name Your Child as Trustee?
Parents: Should you name your child as Trustee? Children: Should you really serve as the Trustee if you are named? If you have a son or daughter with good business sense, you may have concluded that he or she would...
Seniors with adult son as trustee
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 in Helpful Insights, Trustee Tips
You’re Executor of an Estate. Now What?
It can be an overwhelming endeavor to take on the role of executor of an estate. While the initial assignment might seem like an honor, the reality of the role naturally triggers many questions. In order to execute the role...
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155
 in For Professionals, Helpful Insights
How to Appoint a Trustee Who Will Protect Your Legacy
Choosing a trustee to administer your revocable and irrevocable trust is essential to your estate plan. In order to secure your legacy, it’s crucial to not only select the right support for your estate but to also choose an appropriate...
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170
 in Helpful Insights, Trustee Tips
Understanding the Role of the Professional Trustee
Many family trusts can be handled with family members in the role of a trustee, but alternatives to “Uncle Joe” serving as a trustee, such as independent, professional trustees, offer superior protection for beneficiaries. This article explores the role of...
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176
 in Trustee Tips
5 Things Estate Planners Should Know About Independent Trustees
Part of the practice of estate planning is identifying when clients and their families could benefit from the help of other services and professionals: We see a need and we introduce people - accountants, lawyers, insurance agents, financial advisors, counselors,...
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