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"
And don’t know if I should include one in my estate plan. The modern POA allows a competent individual, the principal, to preselect someone he or she trusts to deal...
Yes, in fact only the provisions of a valid will or trust, or ownership interests that are either conveyable or payable on death will work for your joint estate planning...
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...
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