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Jan 21, 20214 min read
Debunking Successor-Trustee Myths
Myths A family member acting as successor trustee does not receive compensation. This is false. The relationship between the trust maker...
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Jan 8, 20213 min read
Five 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,...
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Dec 4, 20205 min read
How Refinancing a Property Can Affect Your Estate Plan
The mortgage business is booming in many parts of the country. Historically low interest rates have created an almost frenzied...
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