Month: February 2015

Trustee’s Duty to Account

The following is an excerpt from Wayne M. Zell’s “Blueprint for Wealth – Successor Trustee Manual” which can be purchased in the Books section of this blog. Before we go deeper…

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In Case You Missed the Webinar…ABC’s of Successful Successor Trustees

In case you missed it, I have posted a recording of the Webinar – “ABC’s of Successfully Serving as Successor Trustees“.    

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You Need an Incapacity Plan that Works When It’s Needed

Estate planning is not only about having a plan in place to deal with what happens after a loved one’s death, it is also about having a plan in place…

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