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: Trustees
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A recent medical scare has caused me to pause and now consider planning a priority. Any words of wisdom before I do a will? About 73% of parents have no...
Many people have decorated a spare bedroom with boxes of old medical insurance reimbursement statements and tax returns. While proof to grandchildren that you only earned $6,000 decades ago with...
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...
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