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What You Need to Know About Choosing the Right Trustee

What You Need to Know About Choosing the Right Trustee

by Peter Jay | Jun 6, 2022 | Beneficiary, Trustee

When you create an estate plan, whether it’s a revocable living trust, a will, or any other estate planning document, one of the most important decisions you’ll make is choosing the right trustee. A trustee is the person or institution you appoint to manage your...

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Categories

  • Beneficiary
  • Charitable Giving
  • Estate Planning
  • Estate Taxes
  • Financial Power of Attorney
  • Irrevocable Trust
  • Last Will and Testament
  • Legacy Planning
  • Portability
  • Power of Attorney
  • Revocable Living Trust
  • Springing Power of Attorney
  • Tax Planning
  • Trustee

Tags

Asset Protection Beneficiary Charitable Giving Estate Taxes Financial Power of Attorney Irrevocable Trust Portability Power of Attorney Springing Power of Attorney Tax Planning Trustee

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