When a person in California creates an estate plan, one document they might consider executing is a trust. A trust is overseen by a trustee. However, after a trust is created, the trustee must uphold his or her fiduciary duty. The failure to do so could lead to trust...
Month: May 2018
Tackling estate planning one step at a time
According to a Wells Fargo survey, only four in every 10 individuals in the United States age 60 and up have executed the legal documents necessary that dictate how their health care and finances will be handled if they become incapacitated. These numbers may be...