Posts tagged with "estate taxes"



Estate Planning · June 10, 2022
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life or upon their death, it's a big honor—this means they consider you among the most honest, reliable, and responsible people they know. However, you should know that being a trustee takes a major responsibility, and the role is definitely not applicable to everyone. Here's why!