5 minConsider the Duties Involved Before Agreeing to Serve as Trustee—Part 2In 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...
4 minConsider the Duties Involved Before Agreeing to Serve as Trustee—Part 1If 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...
3 minBenefits of a Charitable Remainder TrustIf you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder trust...