Estate Planning & Administration, Special Needs Trusts, Probate and Conservatorships
Estate Planning & Administration, Special Needs Trusts, Probate and Conservatorships
Success in business requires planning, commitment, and a strategic approach. Many new businesses take at least two or three years to turn a profit and twice as long to truly hit their stride.
If you’ve created a business, you know that success doesn’t happen overnight. But do you know what will happen to your business if something unexpected impacts you or when you decide to step away?
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A trustee is the person or institution appointed to manage a trust on behalf of beneficiaries of the trust.
Being a trustee is a significant responsibility. Those serving in this role must always act in the best interests of beneficiaries when carrying out their trust management duties, which include locating and protecting trust assets, investing assets prudently, distributing assets to beneficiaries, keeping track of income and expenditures, and filing taxes.