So you’ve been named trustee, now what?
Most of those thrust into the role of trustee, conservator, or guardian aren’t professional fiduciaries trained in the intricacies of trust and estate management. They are sons and daughters, siblings, parents, cousins, or loyal friends who are viewed as responsible, organized, and ethical. But being a trustee is a complicated occupation, and to be very clear, it is a full time occupation. Managing an estate is highly complex, with a lot of moving parts. It has strict legal requirements, which if not followed can lead to personal consequences for the trustee/administrator.
The Keys To Your Legacy - Podcast!
Keyes To Your Legacy - a podcast! Susan joins estate planning attorney and host Elijah Keyes to discuss the benefits and challenges of being a professional fiduciary along with the importance of retaining fiduciary accounting services, such as the ones she provides
Golden milk
Roasted carrots with walnuts and tahini
Watermelon and feta salad
Spinach and persimmon salad
Energizing face mask
Salmon power bowl
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
Fruit and yogurt bowl
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Pea and goat cheese crostini
Avocado toast
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Ginger soda
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.