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Tag Archives: Personal Representative
Here is an excellent review of important considerations when choosing a Trustee for your Trust. These considerations also apply when you are choosing a Personal Representative or an Executor. Who can you trust…with your Trust?
After 28 years+ of experience settling estates and trusts, I could tell many stories about family disputes over an inheritance. Even in families that otherwise seem perfectly functional, things can get weird very quickly after the death of a patriarch … Continue reading
Having cleaned up many messes created by people with good intentions, I highly recommend individual executors, personal representatives, and trustees obtain and follow the advice of qualified advisers. Estate Executors: An Honor…and a Pain
Encourage your clients to plan intentionally for their children. They do their children no favors when the kids are given responsibilities for which they are unprepared. Goodbye Family Fortune