Feb 19, 20213 minWills vs. Trusts: A Quick & Simple Reference GuideConfused about the differences between a will and a trust? If so, you are not alone. While it is always wise to contact experts like us,...
Jan 21, 20214 minDebunking Successor-Trustee MythsMyths A family member acting as successor trustee does not receive compensation. This is false. The relationship between the trust maker...
Jan 8, 20213 minFive Mistakes Successor Trustees Make (and How to Prevent Them)When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will manage, invest,...