Archive for the Living Trust Category

You can select an individual as a Trustee, such as a close friend or family member; or a professional can be selected, such as an attorney or CPA; or you may choose a financial institution or a bank. A good Trustee should be someone who is honest

When people put off updating their estate plans, they’re playing a very dangerous game. This sort of procrastination is downright irresponsible and often results in a people’s loved ones facing additional stress, financial loss, and hurt feelings. The Wall Street Journal recently highlighted several examples of cases