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    • Kimberly Hansen
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Read more about the article 6 Things to Ask Before Agreeing to Be a Trustee

6 Things to Ask Before Agreeing to Be a Trustee

  • Post category:Trusts

Being asked to serve as the trustee of the trust of a family member is a great honor. It means that the family member trusts your judgment and is willing…

Continue Reading6 Things to Ask Before Agreeing to Be a Trustee
Read more about the article 9 (Potential) Problems with Your Trust

9 (Potential) Problems with Your Trust

  • Post category:Trusts

All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your current goals. Following is a checklist of trust features…

Continue Reading9 (Potential) Problems with Your Trust
Read more about the article Credit Shelter Trusts Aren’t Just for the Super Wealthy

Credit Shelter Trusts Aren’t Just for the Super Wealthy

  • Post category:Trusts

Credit shelter trusts are a way to take full advantage of state and federal estate tax exemptions. Although such trusts may appear needless unless you are a multi-millionaire, there are…

Continue ReadingCredit Shelter Trusts Aren’t Just for the Super Wealthy

Recent Posts

  • Decisions to Make for Your Power of Attorney
  • The 6 Biggest Estate Planning Mistakes
  • How to Protect an IRA From Heirs’ Creditors
  • 6 Things to Ask Before Agreeing to Be a Trustee
  • Be Careful Not to Name Minors as Your Beneficiaries

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