Estate Planning as a Career

Trust Protector – The Powers and Responsibilities of a Trust Protector

Sunday, July 22nd, 2007

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 ...

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Selecting a Good Trustee – Factors to Consider When Choosing a Trustee

Saturday, July 21st, 2007

WHAT TO LOOK FOR IN A TRUSTEEWhen 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 ...

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Would You Want EVERYONE To Be Able To Read Your Will?

Friday, July 20th, 2007

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 ...

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