Posts Tagged ‘Southern California Families’
What Does a Trustee Actually Do?
You’ve done the right thing. You set up a trust, you signed the documents, and you tucked everything away knowing your family is protected. But here’s a question we hear all the time from clients, usually after they’ve named someone they love as their trustee: “Wait… what exactly are they going to have to do?”…
Read More“We’ve Been Putting This Off” — A Real Story About Why Trust Administration Can’t Wait
Names and identifying details have been changed to protect client privacy. When Margaret walked into our office, she came with her two sons by her side. Her husband of 52 years, Robert, had passed away just a few months earlier. He had been the one who managed the finances – the bills, the accounts, the paperwork. Margaret…
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