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...
Month: February 2015
In Case You Missed the Webinar…ABC’s of Successful Successor Trustees
In case you missed it, I have posted a recording of the Webinar – “ABC’s of Successfully Serving as Successor Trustees.“
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...
