When a Trustee Becomes a Burden: Knowing When to Fire Them

Serving as a trustee of a trust carries significant responsibility and duty not just to you as the trust’s creator but also to the beneficiaries who depend on accurate, faithful administration.
The True Cost of Inheriting a Home

While a house can be a generous gift that might seem like a windfall, the financial and practical realities of owning a home can quickly turn that gift into a burden for heirs who are not fully prepared.
How to Make Your Inheritance Last

The initial mix of excitement and grief when receiving an inheritance can lead to impulsive financial decisions. One of the most important steps you can take is to resist the urge to immediately make significant decisions.