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choosing a trustee
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September 16, 2026
When you create an Estate Plan, you will likely be asked to name someone to help carry it out. Depending on your plan, that may be […]
March 4, 2026
Being named as a Trustee is often seen as an honor. Whether you are in the process of choosing a Trustee, or you have agreed (or are considering agreeing) to serve, this workshop is designed to give you the clarity you need.
January 11, 2024
Serving as a trustee is a profound honor, a testament to the trust and confidence someone places in you to manage a significant portion of their […]