Many estates have the same person listed as personal representative, guardian for any minor children, agent for the durable power of attorney, and successor trustee for the trust. If that one person is capable of handling the various roles, there can be an advantage to having them
What are the duties of a successor trustee or personal representative and when do they kick in? I had an interesting conversation with a woman the other day. She had just finished her trust and had named her daughter as her personal representative. Her daughter came to
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
