Estate Planning Guidelines

Estate Planning Guidelines are questions and issues which should be well thought-out and considered prior to meeting with your estate planning attorney.    When putting together an estate plan, you may want to have conversations with individuals whom you are considering naming as executors, trustees and, in particular, guardians of minor children.

Here are some estate planning issues for . . . → Read More: Estate Planning Guidelines

General Duties of a Trustee

General Duties of a Trustee:  One of the more important considerations when discussing estate planning options is the institution or individual named as Trustee or Successor Trustee.  If one of the estate planning vehicles being considered is a revocable or “living” trust, with the grantor acting as the initial trustee, the individual or institution named as . . . → Read More: General Duties of a Trustee