How to Choose a Trustee
September 16, 2013
When you establish a trust, you name someone to be the trustee. A trustee basically does what you do right now with your financial affairs—collect income, pay bills and taxes,
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When you establish a trust, you name someone to be the trustee. A trustee basically does what you do right now with your financial affairs—collect income, pay bills and taxes,
If you are part of the baby boomer generation (born between 1946 and 1964), you may also find that you are a member of the sandwich generation, with responsibilities to
Think for a few moments about what would happen if you suddenly became incapacitated or died. Would your spouse or family know what to do? Would they know where to
Why Does a Living Trust Cost More than a Will? It will probably cost more initially to set up a well-drafted living trust than to have a will prepared. If
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step
Part One: Planning for After Death Estate planning is creating a set of instructions that specify how property is handled after death, and how property and health care decisions are
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to
Most parents choose to leave their estates equally to their children. But sometimes, parents intentionally choose to not leave anything to one or more of their children. There may be
If so, you have undergone the difficult task of deciding who will handle your Living Trust when you are no longer able. The position of Successor Trustee is a huge responsibility,
Many young families put off estate planning because they are young and healthy, or because they don’t think they can afford it. But even a healthy, young adult can be
Take action before it becomes a race against time.
Rely on the Barbara M. Pizzolato, P.A. skilled estate team to shield your work and guide your loved ones.
We specialize in estate planning, incapacity planning, business planning, trust administration, and probate.
Take your first step by contacting us or attending a free estate planning event today.
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Disclaimer: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation.
