Understanding Fiduciary Duties: A Guide for Executors and Trustees

Understanding Fiduciary Duties

As an estate planning firm, clients entrust us with the intricate task of protecting their estates to the greatest extent possible and ensuring their wishes are carried out seamlessly. Central to this process are the roles of executors and trustees—individuals vested with significant responsibilities and legal obligations known as fiduciary duties. But what exactly do…

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There Are Many Types of Trusts: 10 Considerations On Which Is Right For You

Considerations for Choosing a Trust

A revocable trust and an irrevocable asset protection trust are two distinct estate planning tools, each with several differing sub-types and their own advantages and limitations. Revocable Trusts A revocable trust, often referred to as a living trust, allows the grantor (the person creating the trust) to retain control over the assets placed within the…

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