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Who Should I Choose as Trustees of My Trust?
Who Should I Choose as Trustees of My Trust?

You can select an individual as a Trustee, such as a close friend or family member; or a professional Trustee 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 and trustworthy, ...

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Blog Posts in 2017

  • The Many Benefits of Life Insurance in Estate Planning

    Life insurance is a unique asset used to accomplish any of the following: 1. The creation of an estate where circumstances have kept the estate owner ...

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  • Estate Planning is Not an Event

    Contrary to the way many people discuss estate planning, it is not an event. It’s not accurate to say, “I’ve completed my estate plan.” Estate ...

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  • Interstate Tax Planning Strategies

    In addition to the federal estate tax, some states impose their own tax on a deceased person’s property. Some states use an “inheritance” tax, while ...

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  • Planning for the Spendthrift Child

    One of the main reasons our clients get involved in estate planning is to provide loved ones with protection from claims of future creditors, and ...

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  • Success with Significance Through Philanthropy

    Once people reach a certain level of financial success, pursuits often become less about accumulating wealth, and more about creating significance – ...

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  • The Pool Boy and the Masseuse

    Jenny and Bill recently met with their attorney for a review of their estate plan which had been prepared several years ago. They were in their ...

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  • Audio / Visual Library

    The Firm will maintain an Audio/Video Library of educational programs on DVDs. The materials are available to the Client, the Client’s family, and the ...

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  • Asset Transfer Verification Checklist

    Funding Questions The Red Check Review System™ Brown Puckett Vogel, will review asset transfers through The Red Check Review System™. The Red Check ...

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  • Asset Ownership, Beneficiary Designations, & Transfer Verification Table

    Brown Puckett Vogel, is absolutely committed to fully funded living trust estate planning. In order to assist you in getting and keeping the trust ...

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