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Beneficiary

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    What You Should Know Before Agreeing to Serve as Trustee

    Tags:
    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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