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Archive :
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Potential downside for selecting a corporate trustee
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the pros and cons of hiring a corporate trustee versus a licensed professional fiduciary, highlighting the potential limitations of corporate trustees in terms of personalized attention, expertise, and responsiveness.
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Hiring a Corporate or Licensed Fiduciary - Trustee
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What you should know before hiring a professional fiduciary.
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Common issues you may want to explore with your Advisor & Successor Trustee
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Inform yourself about certain issues that may arise.
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Outline - IYE - Estate Administration - Part 1 - Richard Huntington - Spring 2023
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“Being an Executor & Trustee” Presentation by Richard Huntington for the Spring 2023 workshop series
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Outline - IYM - Estate Administration - Peter Kote - Spring 2023
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“Trust & Estate Administration” Presentation by Peter kote for the Spring 2023 workshop series
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Outline - IYM - Estate Administration - Trevor Murphy - Spring 2023
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“Trust & Estate Administration” Presentation by Trevor Murphy for the Spring 2023 workshop series
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How to Properly Insure Vacant Real Estate
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Why Traditional Homeowners And Landlord Policies Typically Do Not Cover Vacancy
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What You Should Know Before Hiring a Professional Fiduciary
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The following are examples of interview questions to ask before becoming a client.
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'Standing' Up for Refunds for Deceased Taxpayers
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A recent court ruling details missteps in a claim to recover an income tax overpayment.
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