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Daily Archives: September 15, 2019

Trustee's rules

Trustee’s Rules: It’s a Tough Job, and You Don’t Have to Do It

NewsletterBy Jacquelyne MingleSeptember 15, 2019

Let’s say you’ve discovered that a recently deceased loved one named you successor trustee. We have a message for you: You are not a dictator, you are not royalty, you do not have a license to torment the relatives who are beneficiaries, and you don’t have to accept. You will be governed by some trustee’s…

Update Your Estate Plan

How Often Should You Update Your Estate Plan?

podcastsBy Robert FlemingSeptember 15, 2019

Good for you! You signed your will and powers of attorney! Maybe you even finalized your living trust, and transferred all (or most) of your assets into the trust’s name. You’re done, right? You never have to update your estate plan again, right? Wrong. Of course. But how soon do we want to see you…

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