Estate Planning

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.

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.

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

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.

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.