A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a “fiduciary duty” to serve the grantor and not benefit personally. When the grantor ...
If you are considering taking on the responsibility of serving as the trustee of a special needs trust, you will probably have questions about the trustee's role. Trustees of special needs trusts have ...
You’ve made it to a place in your estate planning where it’s been determined that setting up a trust will help accomplish the many goals you have for your family. You’ve done extensive research and ...
Over the next 25 years, 45 million U.S. households are expected to transfer $68 trillion to the next generation, according to Cerulli Associates. Given the wide use of trusts for estate planning ...
An important estate planning decision that you could face when setting up a living trust is choosing a trustee or trustees to oversee it. Appointing multiple trustees can enhance the management of ...
Here's what you need to know about managing the money and what you can do with it.
Some 100,000 defined benefit transfers took place in the 2017/18 financial year, according to estimates by the Pensions Regulator. This figure marries with the experience of pensions administrators, ...
Pension plans have become less common over the years, but they still play a vital role in the retirement prospects for millions of workers across the nation. Although most people think of their ...
For individuals with disabilities, an inheritance or settlement can jeopardize a their government benefits, such as Medicaid and Supplemental Security Income (SSI). A special needs trust (SNT) can ...
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