Estate Planning · July 20, 2018

If someone has asked you to serve as trustee for their trust, make sure you are ready for the responsibility before accepting. It does not require you to be an expert in law, finance, or taxes, but it is a major responsibility that you should thoroughly understand before giving your answer. However, you shouldn’t be afraid that you will not be able to do the job, it doesn't require experience to be successful. It does require a clear understanding of your duties, which we have summarized here.

Estate Planning · July 13, 2018

If someone has asked you to serve as trustee for their trust, make sure you are ready for the responsibility before accepting. It does not require you to be an expert in law, finance, or taxes, but it is a major responsibility that you should thoroughly understand before giving your answer. However, you shouldn’t be afraid that you will not be able to do the job, it doesn't require experience to be successful. It does require a clear understanding of your duties, which we have summarized here.