Questions to Ask When Hiring a Fiduciary

A comprehensive estate plan consists of several documents that accomplish three important things. First, they lay out your wishes for the handling of your money and property during life and at death. Second, they explain your medical wishes if you are no longer able to make them yourself or communicate them to others....

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Can a Disabled Individual Be an Executor or a Trustee?

An important element of creating an estate plan is choosing a responsible party to handle your legal, medical, and financial affairs if you become unable to manage them yourself (i.e., become incapacitated) or die. The individual or entity you choose must be someone whom you can trust to make crucial and often time-sensitive...

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Who should I pick to be a successor trustee?

When you create a living trust, you usually need to choose who to name as your successor trustee. It is crucial that this decision is not taken lightly and that the right person is selected for the job.

 

Role of Successor Trustee

If you become incapacitated, your successor trustee will step into...

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