As a probate and estate planning attorney, I’ve long told clients that serving as a personal representative is an honor, a major responsibility, and often a thankless job. A personal representative (PR), sometimes called an executor, is the person (or institution)...
Estate Planning
How to Choose a Trustee
Selecting a trustee is one of the most critical decisions in estate planning. Usually, when a grantor (sometimes called a trustor or settlor) is establishing a living trust, they have a general idea who they want to leave their assets to, but when it comes to...
