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Estate Planning

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Estate Planning

Duties of a Successor Trustee

While some consider becoming a successor trustee a great honor, it is also a great fiduciary responsibility. As successor trustee, it is your duty to ensure that the trust estate is handled according to the trust document and the trustor’s wishes. When a loved one passes away, there are many tasks to be done and things to consider. Below is a list of some actions the successor trustee should consider.

Posted By Alyssa Dalbey
August 16, 2018
Estate Planning

Your Digital Afterlife

What do you imagine when you think of your digital afterlife? In 2013, McAfee completed a study and concluded that we each have an average of $35,000 worth of digital assets. However, 93 percent of people are unaware of or confused about how to quantify and pass along this information. The first step is to identify what you have of value.

Posted By Schultz Financial Group Inc.
July 24, 2018
Estate Planning

Planning for a Digital Legacy

Digital property is increasingly becoming a more important part of estate planning. Individuals should consider their digital property, in addition to their tangible assets, when finalizing and reviewing their estate plans.

Posted By Alyssa Dalbey
April 24, 2018