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Trustee Survival Guide
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Dealing with demanding heirs comes with the territory for trust and estate advisers, but the amount of time and energy spent on them seems to be growing.
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Statutory Duties Of Trustee & Trust Admin Process Upon Death
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List of Statutory Duties Of Trustee.
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So You Want To Be Your Own Trustee
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So You Want to Be Your Own Trustee: Or Nobody Told Me This Before.
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Key Death Tax Exclusion Hinges On Speedy Filing
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‘Portability’ of unused exclusions only guaranteed if surviving spouse files estate tax return swiftly.
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In You They Trust
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Being named a trustee by a friend or family member is an honor but it may be one you could do without.
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Few Baby Boomers Financially Prepared For Retirement
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They may long to give up their daily commutes and have wide-open schedules, but far too many baby boomers are largely unprepared to leave their jobs.
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Estate Executors: An Honor…And A Pain
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Being asked by friends or family to be executor of an estate is a big honor, but the warm feelings can vanish once the job starts.
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Do We Need Protection From Trust Protectors?
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Two experts offer different opinions.
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Being A Trustee
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What is a living trust?
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Roth IRA Conversion - NAPFA Planning Perspectives
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Is the Roth IRA Conversion For Me?
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