Last Workshop Wednesday we discussed considerations in choosing a Trustee. This is one of the biggest potential pitfalls for clients doing estate planning. Here are a couple more. Choosing a Trustee Funding the trust. Putting together a plan that avoids probate and saves in taxes is just the first step. …
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One of the toughest decisions for a client to make when preparing their estate plan is naming a trustee who is reliable and trust worthy. This person or entity will be responsible for the administration of the trust and its assets, either during the client’s life, or after the client …
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