We are committed to carrying out this important and timeless value to ‘Honor Your Father & Mother’ (Ephesians 6:2) by happily assisting our seniors with the different housing transitions in their golden years. We are dedicated to being a trusted resource in the community for seniors and their families.
Please join us on Tuesday, September 24 for “Trust Maintenance and Trustees”
A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in the different situations? Join Brooke for an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties and avoid personal liability while preserving the important family relationships. The discussion is also the perfect opportunity to review the terms of your trust for this inevitability.