Articles Posted in Trust Admin

Key Responsibilities, Legal Duties, and Asset Protection Tips You’ve Been Named a Trustee—Now What? Being named as a trustee is an honor—but also a legal responsibility with serious implications. Whether you’re managing a trust for a loved one or stepping into the role for the first time, you might be wondering: What exactly am I…

Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. However, with proper planning, you can help your family avoid a potentially disastrous fight.    If you are concerned about challenges to your estate plan, consider the following:  Following these four tips…

What Every Trustee Should Know: The 6 Key Stages of Trust Administration in California  Serving as a trustee can feel like stepping into a complex maze — just when you’re grieving the loss of a loved one, you’re suddenly responsible for handling legal, financial, and family matters that most people have never encountered before.  The…