Estate Planning as a Career

When presenting potential clients with different asset protection options, systems, and strategies, one of the questions asked is if I would be willing to act as their Trustee. Yes, I reply but only as a temporary basis and with a resignation letter. The temporary basis allows me to act quickly without fanfare and time consuming communications between the assets and their financial goals.

As an alternative, my answer is, “No, I dont want to serve as a Trustee, but I will (more…)

WHAT TO LOOK FOR IN A TRUSTEE

When selecting a Trustee the most important qualities are honesty, stability, dependability, organization, financial experience, and ability to devote time and energy on an impartial basis for the benefit of all Beneficiaries. The Trustee is the most pivotal and critical part of any Trust Agreement.

THE CONCEPT OF A TRUST AGREEMENT

A Trust is a written contract between the Grantor and the Trustee for the benefit of all Beneficiari (more…)

Jacquelyn Kennedy Onassis was a very private person. Surprising when you consider the public life she led - but true. She was famous for keeping her private life private.

Why am I telling you this?

The other day, my CPA was telling me that the office he previously worked in - had a copy of her will! They kept it on hand to prove to their clients how vulnerable our most private wishes can be, when we leave everything in a will.

Can you i (more…)