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Articles on Estate Planning

Trustee Family Trust

The Risk of Using a Personal or Family Trustee

Carefully consider the risks of choosing a family member as a personal trustee. While it may seem th...

Estate Planning Irrevocable Trust Trustee Sleeping Trust life insurance

A Sleeping Trust Solution

Sleeping trusts are a valuable asset to parents who are beginning to plan for their family's future.

Estate Planning Trustee Financial Advisor Wealth Management Robo-Trustee Robo Advisor

Robo-Advisors Meets Robo-Trustees

Trustee fiduciary Prudent Man Rule Fiduciary Duty

Fiduciary 102 –– Fiduciary Duties

Trustee fiduciary Prudent Man Rule Fiduciary Duty

5 Frequently Asked Questions About Fiduciaries

If you do not understand the roles of a fiduciary you probably should, but you are not alone.    As ...

Irrevocable Trust Trustee

What Is Irrevocable About an Irrevocable Trust?

Confusion often surrounds irrevocable trusts because their purpose and definition and are frequently...

Trustee Financial Planning

The Importance of Being an Earnest Trustee

Planning Have you ever decided to take a trip? No doubt a good amount of planning went into doing so...

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