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
- Tag Archives: "Trust Administration"
The daughter of his sec-ond wife is giving his personal items, like guns and tools, away without consulting me and my stepmother, age 81, refuses to answer my calls. My...
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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