When someone passes away and leaves behind their assets in a trust, it is the responsibility of the trustee to follow the terms presented in that trust. However, there are many laws and restrictions that govern the trustee. This results in the fiduciary duty to...
Month: September 2022
Trust Administration: Developing Good Organizational Skills and Providing Transparency
When it comes to estate planning, a trust provides creators with unique advantages and can help ensure that the creator’s final wishes are carried out how they see fit. While the formation of a trust, as well as overseeing a trust, might sound straightforward, it is...
Do’s & Don’ts of Estate Planning
Estate planning is an essential part of life, but many individuals are intimidated by the process. While the estate planning process can be tedious and complex, it does not have to be challenging. Taking action to make sure your affairs are in order before your...
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