Trust Administration

colter-olmstead--iG_TKOQVRM-unsplash (1)

BLOG

All Posts
Wills
Trusts
Health Care Directives
Estate Planning
Probate
Family Financial Planning
Asset Protection
Enlightened Insurance
Life Planning
Caring for Elderly Parent
Senior Planning
Life Planning
Celebrity Estate Planning
Wills and Trusts
Blended Family Issues
Estate Planning Mistakes
Incapacity Planning
Conscious Divorce
Estate Planning Mistakes
Retirement Accounts
Pet Planning
Retirement Planning
Digital Asset Protection
Kid Protection Planning
Poorman's Estate Planning
Life Insurance Planning
Special Needs Planning
Trust Administration
Beneficiary Designations
DIY Planning Dangers

3 min

Should You Agree to Serve as Trustee?

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...

13 views

4 min

Really Consider Whether You Should Be Trustee

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...

2 views

5 min

Consider the Duties Involved Before Agreeing to Serve as Trustee—Part 2

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...

12 views

4 min

Consider the Duties Involved Before Agreeing to Serve as Trustee—Part 1

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...

8 views

2 min

A Checklist for New Trustees

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

10 views

2 min

Your Responsibilities If You're Named Trustee

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...

21 views

{"items":["5f7b7a5ba2e972001794a574","5d05a10ce19c7700169cfca4","5d04328197636c00161d1184","5d042fc18da01f001677c014","5cfb47ff9f75d90016bd3861","5cfad0c33ab1b800162c21fa"],"styles":{"galleryType":"Columns","groupSize":1,"showArrows":true,"cubeImages":true,"cubeType":"fill","cubeRatio":1.3333333333333333,"isVertical":true,"gallerySize":30,"collageAmount":0,"collageDensity":0,"groupTypes":"1","oneRow":false,"imageMargin":32,"galleryMargin":0,"scatter":0,"rotatingScatter":"","chooseBestGroup":true,"smartCrop":false,"hasThumbnails":false,"enableScroll":true,"isGrid":true,"isSlider":false,"isColumns":false,"isSlideshow":false,"cropOnlyFill":false,"fixedColumns":1,"enableInfiniteScroll":true,"isRTL":false,"minItemSize":50,"rotatingGroupTypes":"","rotatingCropRatios":"","columnWidths":"","gallerySliderImageRatio":1.7777777777777777,"numberOfImagesPerRow":1,"numberOfImagesPerCol":1,"groupsPerStrip":0,"borderRadius":0,"boxShadow":0,"gridStyle":1,"mobilePanorama":false,"placeGroupsLtr":true,"viewMode":"preview","thumbnailSpacings":4,"galleryThumbnailsAlignment":"bottom","isMasonry":false,"isAutoSlideshow":false,"slideshowLoop":false,"autoSlideshowInterval":4,"bottomInfoHeight":0,"titlePlacement":"SHOW_ON_THE_RIGHT","galleryTextAlign":"center","scrollSnap":false,"itemClick":"nothing","fullscreen":true,"videoPlay":"hover","scrollAnimation":"NO_EFFECT","slideAnimation":"SCROLL","scrollDirection":0,"scrollDuration":400,"overlayAnimation":"FADE_IN","arrowsPosition":0,"arrowsSize":23,"watermarkOpacity":40,"watermarkSize":40,"useWatermark":true,"watermarkDock":{"top":"auto","left":"auto","right":0,"bottom":0,"transform":"translate3d(0,0,0)"},"loadMoreAmount":"all","defaultShowInfoExpand":1,"allowLinkExpand":true,"expandInfoPosition":0,"allowFullscreenExpand":true,"fullscreenLoop":false,"galleryAlignExpand":"left","addToCartBorderWidth":1,"addToCartButtonText":"","slideshowInfoSize":200,"playButtonForAutoSlideShow":false,"allowSlideshowCounter":false,"hoveringBehaviour":"NEVER_SHOW","thumbnailSize":120,"magicLayoutSeed":1,"imageHoverAnimation":"NO_EFFECT","imagePlacementAnimation":"NO_EFFECT","calculateTextBoxWidthMode":"PERCENT","textBoxHeight":0,"textBoxWidth":200,"textBoxWidthPercent":50,"textImageSpace":10,"textBoxBorderRadius":0,"textBoxBorderWidth":0,"loadMoreButtonText":"","loadMoreButtonBorderWidth":1,"loadMoreButtonBorderRadius":0,"imageInfoType":"ATTACHED_BACKGROUND","itemBorderWidth":1,"itemBorderRadius":0,"itemEnableShadow":false,"itemShadowBlur":20,"itemShadowDirection":135,"itemShadowSize":10,"imageLoadingMode":"BLUR","expandAnimation":"NO_EFFECT","imageQuality":90,"usmToggle":false,"usm_a":0,"usm_r":0,"usm_t":0,"videoSound":false,"videoSpeed":"1","videoLoop":true,"jsonStyleParams":"","gallerySizeType":"px","gallerySizePx":940,"allowTitle":true,"allowContextMenu":true,"textsHorizontalPadding":-30,"itemBorderColor":{"value":"rgba(216, 216, 216, 0.75)"},"showVideoPlayButton":true,"galleryLayout":2,"targetItemSize":940,"selectedLayout":"2|bottom|1|fill|true|0|true","layoutsVersion":2,"selectedLayoutV2":2,"isSlideshowFont":false,"externalInfoHeight":0,"externalInfoWidth":0.5},"container":{"width":940,"galleryWidth":972,"galleryHeight":0,"scrollBase":0,"height":null}}