Part 2 of this series focuses on appointing independent parties vs. family members or beneficiaries in the role of trustee.
- Lower Estate Taxes, Tougher Estate Planning
- The Impact of an $11,200,000 Exemption
- Why All the Fighting Over Money?
- Are first things first in your estate plan?
- A Bowl of Red Soup and Rejection
- Accountability and the Trustafarians
- Are Happy Families All Alike?
- I’m 75. Now What?
- When to Start Holding Family Meetings