Blog

Losing a loved one is difficult enough without worrying about unexpected phone calls from creditors. Unfortunately, many surviving spouses and adult children assume they are personally responsible for paying a deceased family member's debts. In many cases, that simply isn't true. I've spoken with families who started making payments on debts they never legally owed because they believed they had no choice. Understanding what actually happens after someone dies can help your f

If a family member or friend asks you to serve as trustee of their trust after they pass, it’s natural to feel honored. But before you...

If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big...

Being asked by a loved one to serve as trustee for their trust upon their death can be quite an honor, but it’s also a major...

Being asked by a family member or close friend to serve as trustee for their trust upon their death can be an incredible honor. At the...

In the first part of this series, I began explaining the powers and duties that come with serving as trustee. Here in part two, I discuss...

If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they...

It’s no misnomer that a position with so much responsibility carries the name “trustee”. After all, you have been entrusted with a solemn...

Many of you who have been asked by a family member or close friend to serve as the trustee of a trust are honored that the trust owner...