What should I know before I agree to administer a trust? The most important aspects of administering trusts are organizational skills and record keeping. Basically you need to track every dollar coming in and going out of the trust and make sure it goes to the right person at the right time. Whether you feel you...Read more
Tag Archives: Trust Administration
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A Personal Property Memorandum is a separate writing in either your own hand or one typed and signed by the testator and two disinterested witnesses that addresses distribution of various...
After a recent cut in work hours, I’ve been thinking of changing directions, retiring in my early 60’s and starting my own business. I see you also advise small businesses....
My lawyer suggested I write a last letter to loved ones to go with my will. What kinds of things might I include? We often follow the lives of the...
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