Choosing a Successor Trustee? Identify Someone You Trust

When their father died, Allison was surprised to learn that she had been named Successor Trustee of the family Trust. It seemed like a stretch—her brother, Oliver, was a banker, and her sister, Zoe, a lawyer. She, on the other hand, was a wife and mother with an unused elementary … Continue reading Choosing a Successor Trustee? Identify Someone You Trust