succession plan


successor trustee

15 Jul Successor Trustee

  When you put your assets into a Living Trust, you know that you, as the grantor, maintain full and complete control. You are also the Trustee. As a result, you get to decide what happens with those assets. And because you are the lifetime beneficiary,...

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role of executor

16 Feb The Role of Executor

The unsettled estate of a deceased celebrity is back in the news. We recently discussed the problems surrounding Aretha Franklin’s multimillion dollar estate, which is now in probate. Had she established a living trust instead of leaving a handwritten will, the estate would not have...

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