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How to Pick a Trustee, Executor, and Agent under a Power of Attorney

This article outlines how to pick a trustee, Executor, and Agent under a Power of Attorney in the context of your estate plan.

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How to Choose the Initial Trustee of Your Trust

You will want to name successors or backup trustees to step in and manage the trust’s affairs if you can no longer manage the trust yourself.

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Who Should Be Your Successor Trustee?

Because successor trustees hold great responsibility, you should choose them carefully.

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How to Choose a Conservator for Yourself

A conserverator is granted authority through the court to handle your financial affairs on your behalf if you cannot do so on your own.

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Should Your Child’s Guardian and Trustee Be the Same Person?

Deciding who will be tasked with caring for your minor child or managing funds for their benefit is an important decision.

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Do It Now: Name a Guardian for Your Minor Children

If no guardian is nominated within your will or separate writing, if recognized and allowable in your state, a judge will decide who raises your child.

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3 Famous Pet Trust Cases and the Lessons We Can Learn from Them

Take a look at these three famous pet trust cases and consider the lessons you can learn when estate planning for your pets.

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5 Tragic Mistakes People Make When Leaving an Inheritance to Their Pets

Here is a list of the five most tragic mistakes people often make when leaving an inheritance to their pets.

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Incapacity Planning and Pets

Without an estate plan, important questions like who will care for minor children or beloved pets may go unanswered.

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Things to Consider When a Parent Is Out of Town

An estate plan should cover a permanent guardianship arrangement on the off chance of the worst-case scenario while a parent is out of town.

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