Occasionally, an individual client family member will do whatever it takes to cause trouble, becoming the lightning rod that others circle round to attack. I like to call these individuals “Stingers.”
Executors are bound by a bewildering array of responsibilities and duties. Here are 10 common
pitfalls to avoid.
No one wants to be audited, and knowing how long your tax return can be attacked is important.
It’s easy for trustees to botch their roles. Here’s how to avoid the common pitfalls.
What Wealth Management Professionals, Trust Officers and Estate Planners Need to Know About Trust Protectors.
Dealing with demanding heirs comes with the territory for trust and estate advisers, but the amount of time and energy spent on them seems to be growing.
List of Statutory Duties Of Trustee.
So You Want to Be Your Own Trustee: Or Nobody Told Me This Before.
‘Portability’ of unused exclusions only guaranteed if surviving spouse files estate tax return swiftly.
Being named a trustee by a friend or family member is an honor but it may be one
you could do without.