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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 December, 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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