Posts Tagged: trustee

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Smart Estate Planning: Special Needs Trust

Estate planning allows people to elect tools and strategies that makes life for their loved ones as uncomplicated as possible following death. Almost everyone I work with wants to ensure their family members are set up for success. One such estate planning tool to accomplish this is the handy dandy trust. There are almost limitless… Read more »

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Familiarize Yourself with Fiduciary Duties

A fiduciary role is one of the highest, strongest relationships between people. It is a role involving the highest care and the greatest importance. The people you choose to fulfill these roles should be carefully considered; they should be those whom you have the utmost confidence in. Examples of common fiduciary roles include the executor… Read more »

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Trust Beneficiary: Break it Down

What’s It All For? In Hamilton: An American Musical, a perplexed Alexander Hamilton asks Aaron Burr, “What was it all for?” Regarding trusts, we know that all the work is for the beneficiary. Classic Definition of “Trust” and “Beneficiary” A trust is created when a property owner transfers property to a person with the intent… Read more »