Zell Law, PLLC

Creating A Blueprint For Wealth

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Month: February 2015

Trustee’s Duty to Account

The following is an excerpt from Wayne M. Zell’s “Blueprint for Wealth – Successor Trustee Manual.” Before we go deeper into this issue of accounting, keep in mind that, more often than not, if you, the Trustee, and the beneficiaries are friendly parties, the...

You Need an Incapacity Plan that Works When It’s Needed

Estate planning is not only about having a plan in place to deal with what happens after a loved one’s death, it is also about having a plan in place to deal with what happens if a loved one becomes mentally incapacitated. In this post you will learn: • What happens...