Tag: estate trustee fiduciaries

What You Need to Know Before Becoming an Executor

Has anyone ever asked you to be an executor? Better read this before you say “yes”. Handling someone’s estate affairs can put you at risk. Sometimes, you can feel like you fell out of a boat into shark-infested waters. Let me explain how executors get into trouble…
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Stop Estate Beneficiary Costly Mistakes

Jonathan called me because his uncle Peter died. “What rights do I have as a beneficiary under Peter’s will? When do beneficiaries need to get legal advice?” “This is a common question when someone dies,” I said. “Your legal rights depend on if you are named in…
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