Understanding the Duties & Responsibilities of a Trustee

A trustee is a party responsible for the management, investment, and distribution of the property or assets within a trust. This will involve the oversight of trust administration, accounting, taxes,…

Legacy Planning: Leaving More to Your Loved Ones Than Money

Planning for Leaving Your Legacy Behind The assets you leave to your loved ones can either be a source of relief or, sometimes, a source of panic if they don’t…

Are You Getting The Best Results From Your Living Trust?

Is Your Living Trust Really Going to Work For the People You Love? Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But…