• Shrink text
  • Enlarge text
  • Mail this page

Blogs

Trustee

How To Choose a Trustee

Posted on: October 30th, 2013
When you establish a trust, you name someone to be the trustee. A trustee basically does what you do right now with your financial affairs--collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records and generally keep things organized and in good order....

WHO SHOULD BE SUCCESSOR TRUSTEE - CONSIDER CORPORATE

Posted on: February 7th, 2012
Deciding who will be the Trustee of your trust following your incapacity or death is often the most difficult decision you need to make when creating your estate plan....

2012 Resolutions

Posted on: February 7th, 2012
As 2012 approaches it's time again for New Year's resolutions. According to Forbes, there are 12 resolutions we should all make ' and 'plan your estate' is number two...
Posts: 1 All