trustee

Disclosing Your Trust to the Beneficiaries

Disclosing Your Trust to the Beneficiaries

You may have good intentions in keeping a trust a secret from its beneficiaries. Perhaps you have concerns that, if your children or other beneficiaries know about the trust, they might set aside educational or career pursuits. Be aware, however, that the law in many states forbids this practice by

Sonya Foster2021-04-12T14:53:53-06:00July 7th, 2020|

Naming Your Trustee

Naming Your Trustee

When it comes to estate planning, trusts are appealing for many reasons. They can enable you to hold and transfer assets for beneficiaries, avoid probate and reduce estate tax exposure. But they can be complicated to set up. One of the major decisions you’ll need to make when establishing a

Sonya Foster2021-04-12T14:55:09-06:00August 6th, 2019|