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"IF YOU WILL®: Short Takes on Estates, Taxes and Trusts” is a quarterly glance through an informal lens at selected news items, court decisions, legislative changes and/or important issues pertinent to estate planning. It is...more
A trust is a versatile estate planning tool. But no matter how well it’s designed and drafted, a trust won’t reach its full potential unless all of the stakeholders — grantor, trustee and beneficiaries — understand the...more
Your estate trustee (or executor) is the person you choose to handle your estate after you die. This position carries a lot of responsibility.
It’s important to choose your estate trustee with care. An estate trustee...more
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