How to Choose the Initial Trustee of Your Trust

How to Choose the Initial Trustee of Your Trust

When you establish a trust, you nominate someone to be the trustee. If you are creating a revocable living trust, you will likely be the initial trustee. You will also want to name successors or backup trustees to step in and manage the trust’s affairs if you can no...
What Is a Conservatorship?

What Is a Conservatorship?

A conservatorship is a court-ordered arrangement that gives one person (or multiple people), called a conservator, legal authority to manage the affairs of another person, known as a conservatee or ward. Most jurisdictions—recognize two types of conservatorships: A...
Important Issues to Address Before You Leave on Vacation

Important Issues to Address Before You Leave on Vacation

Getting ready to embark on your next great adventure? Before you zip up the last suitcase, here are five issues you need to address to protect yourself and your loved ones.  Do you have a foundational estate plan? Has it been reviewed? An estate plan is a set of...