Posts Tagged Successor Trustee

Getting Your Death in Order – Helpful checklists so your family isn’t left guessing.

Getting Your Death in Order – Helpful checklists so your family isn’t left guessing.

Getting Your Death in Order – Helpful estate planning checklists so your family isn’t left guessing! Could you imagine being put into a situation where you are asked whether or not to resuscitate a loved one, but not knowing what there wishes are? The burden of making […]

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Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee

Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee

Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee BENEFIT #1: REMOVE THE BURDEN. Remove the burden from a family member who will most likely be mourning your decline/death.  Lower the stress levels during an already difficult time, by putting these often difficult and tedious […]

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6 Warning Signs That You’re Choosing The Wrong Executor

6 Warning Signs That You’re Choosing The Wrong Executor

6 Warning Signs That You’re Choosing The Wrong Executor If you’re like most of us, when choosing the person to settle your estate after you die, you’ll pick a close family member without much thought. They usually know us best, so naming a spouse, significant other, or […]

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10 Important Questions To Consider When Choosing Your Executor, Trustee, or POA

10 Important Questions To Consider When Choosing Your Executor, Trustee, or POA

10 Important Questions To Consider When Choosing Your Executor, Trustee, or Power of Attorney (Finance) Everplans.com and CEO and co-founder of Executor.org, Patrick O’Brien, offers insight on picking the right person to settle your estate. The person you name in your Will as executor is responsible for […]

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Naming a CA Licensed Professional Fiduciary in your Estate Plan

Naming a CA Licensed Professional Fiduciary in your Estate Plan

Naming a CA Licensed Professional Fiduciary in your Estate Plan No one wants to think about their death or demise any sooner than they must, but planning your estate in advance is a responsible and caring act that can reduce stress for your grieving loved ones. Hiring an […]

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