There are many factors that bear on the choice of trustee. The purpose of the trust; its duration; the ages, health, and circumstances of the beneficiaries; and the types of assets to be [...]
Many family trusts can be handled with family members in the role of a trustee, but alternatives to “Uncle Joe” serving as a trustee should often be explored, including using professional or [...]
A story that I like to tell to help explain what a trust is involves my family. I have three young girls ranging in ages from eight to two. We have a routine on Friday nights where we get [...]