Just because a trustee was named in a trust document does not necessarily mean they will continue to serve perpetually. Many trust instruments include language granting the settlor (creator of the trust), and/or the...more
There may come a time in your life when you are in need of a fiduciary. A fiduciary relationship is deemed to exist when one party is bound to act for the benefit of another party. You may have the opportunity to choose your...more
So, your sibling is a narcissist. Could this affect your inheritance under your parents’ estate plan? Here are some common intrafamilial disputes and possible strategies to avoid being disinherited as a result of your...more
5/21/2021
/ Asset Management ,
Beneficiaries ,
Conflict Resolution ,
Estate Claims ,
Estate Planning ,
Family Members ,
Fiduciary ,
Financial Planning ,
Inheritance ,
Trusts ,
Will Contest ,
Wills