Category: Legacy Fiduciary Services, PLC

Role of a Successor Trustee under a Revocable Living Trust

Posted on August 28, 2018

Article Written by Michael G. Montgomery, Esq. During our Firm’s initial planning conference with clients, this question is often asked: “What is the role of my Successor Trustee upon my disability or death?”  This excellent question is typically answered either […]

Posted in Estate Planning, Legacy Fiduciary Services, PLC, Trust & Estate Administration

Who Should Be Your Successor Trustee?

Posted on February 24, 2017

If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs. Eventually, however, someone will need to step in for you when you are no longer able to […]

Posted in Estate Planning, Legacy Fiduciary Services, PLC, Trust & Estate Administration