Asset Management | Legacy Trust Counsel

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Will Your Estate Plan Actually Work When Your Family Needs It?

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Asset Management, Estate Planning, legacy planning, Trust

If you’re like most people, you likely think estate planning is just one more task to check off your endless “to-do” list. You may shop around and find a lawyer to create planning documents for you, or you might try creating your own DIY plan using online documents. Then you’ll put those doc…Read More
What You Should Know Before Agreeing to Serve as Trustee

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Asset Management, Beneficiary, Estate Planning, Trust, Trustee

Being asked by a loved one to serve as trustee upon their death can be quite an honor, but it’s also a major responsibility—the role is definitely not for everyone. Serving as a trustee entails a broad array of duties, and you are both ethically and legally required to properly execute those dut…Read More

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