One of the major decisions you’ll need to make when establishing a trust is who will act as your trustee. As the name implies, this individual or financial institution must be above reproach. But that’s just one quality of many that your trustee requires. Other qualities include an understanding of tax and trust law, integrity
beneficiary Archives - Crawford Ellenbogen
Aug 6, 2019
Naming a trustee may be one of the most important decisions of your life
- By Ellenbogen
- Estate
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May 29, 2019
Beware if your estate plan leaves specific assets to specific heirs
- By Ellenbogen
- Estate
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Planning your estate around specific assets is risky and, in most cases, should be avoided. If you leave specific assets, such as homes, cars or stock, to specific people, you may inadvertently disinherit them or leave them less than you intended. This can happen because you sell the assets and neglect to revise your will