How to choose an executor or trustee requires some thought and analysis. An executor is the person or company that handles your estate after you die. Whether your estate is held in a trust or is passed by your will, you need an executor or trustee to
How to fund a trust (or better yet: how NOT to fund a trust) is an important topic. I recently received the following from one of my students regarding the disbursement of assets from her father’s accounts after his death, now eight years ago and counting: I
Trust and estate planning is an area where it is imperative to consider all the angles. If you do not take into account every contingency there could be problems. Often people make assumptions that don’t work out. A gentleman just left my office here at LegaLees with
Estate planning needs are one of the first things I address with a client. It is important to get the right estate plan in place without going overboard. Every estate plan needs a will; most need a trust. A durable power of attorney and living will are
