Estate Planning

Everyone has an estate plan, what depends if whether they create it or leave that to the government
Can a Trustee Also Be a Beneficiary? Inheritance Thoughts

Can a Trustee Also Be a Beneficiary? Inheritance Thoughts

Yes, a trustee can also be a beneficiary, but that's far from the full story you need to know. Here's some good advice & a few resources.

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Trustor vs. Trustee — Exact Difference + Useful Context

Trustor vs. Trustee

A trustor is someone who creates a trust, and a trustee is the person in charge of following the trust's instructions. There's a bit more nuance than that, though.

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Executor vs. Trustee — Key Differences + Useful Context

Executor vs. Trustee — Key Differences & Useful Context

Executor and trustees are often talked about in the same financial conversations, but what are the specific differences between the two?

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What is a Special Needs Trust? Expert Advice & Explanation

What is a Special Needs Trust? Expert Advice & Explanation

A SNT is a financial planning tool that can be used to create a financial safe-haven for someone with mental or physical disabilities. Here's what you need to know.

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Can a Trustee Remove a Beneficiary From a Trust?

Can a Trustee Remove a Beneficiary From a Trust? The Answer & More

Once a trust is established, who has what rights, responsibilities, and powers can get tricky. Beneficiaries and trustees can butt heads, and knowing more nuanced answers to questions like whether or not trustees can remove beneficiaries is useful.

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