Tag: trusts

Role of Trustee: Selling a House

Part two in a series regarding death, assets and trusts, from a professional and personal experience point of view. Mom’s desire upon her death for my brother and me? Co-executors. We work together in tandem, honoring her, her trust, what she would have wanted….

The Greatest Gift Upon Death

Part one in a series regarding death, assets and trusts,¬†from a professional and personal experience point of view. Death – gotta deal with it. Morose, you say? Not at all. It’s reality. We’re all born, we die, we pay taxes. Not necessarily in that…