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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My father named my mother, then me as his attorney-in-facts in a financial power of attorney. Both my parents are now in care facilities and not competent. Am I automatically...
In a technical sense and strictly construed a legacy is a gift or bequest in a will of personal property. An estate is a person’s interests in real and personal...
The doctor says it will be a matter of weeks. Is there anything more I need to know or do? This week I had the privilege of saying goodbye to...
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