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Trustee selection for your trust

Choosing the right trustee is a key element to success.  There are 13 distinct duties that a trustee must follow.  When choosing a trustee you should ask yourself if the person or institution you are considering to name as your…

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The Executor

While doing some research for a motivational speech, I ran across this poem by Edgar Guest.  I believe this was authored in 1942.  Edgar Guest was an English-born American poet who was popular in the early 20th century.  He became…

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Identity Theft

Did you know you should protect your deceased loved one from identity theft? A decedent is vulnerable to identity theft for several reasons, typically, the family is in mourning and not paying close attention to the decedent’s personal information or…

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Fraud – Senior Citizens

We recently reviewed some of the FBI's Common Fraud Schemes. Senior Citizens especially should be aware of fraud schemes for the following reasons: Senior citizens are most likely to have a “nest egg,” to own their home, and/or to have excellent…

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Your loved one has died… What do you do?

Whether you have spent the last days of your loved one’s life next to their side, or if you have received a 2:00 a.m. phone call, you may feel numb and bewildered, and knowing what to do next may seem…

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