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Estate Planning: Choosing a Trustee

Dec 15th, 2011 | By

One of the most important, and sometimes difficult, decisions you will make in estate planning is choosing a trustee. Your trustee handles your estate if you become disabled or after you die. Here is what to look for in selecting this important person: Nearby: Ideally, your trustee should live close to you, so he or
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Estate Planning: Living Trust and Power of Attorney

Mar 15th, 2011 | By
Estate Planning: Living Trust and Power of Attorney

Estate planning is more than just transferring assets to your loved ones upon your death. Perhaps more importantly, good estate planning includes choosing the right people to manage your financial affairs in the event you cannot do so. Most estate plans include both a “living trust” and a “power of attorney.” While each document plays
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