After a necessary Cup Checklist refresh, it’s time to see how it applies to this year’s 16 playoff teams. For those who need a quick reminder, the Cup Checklist is a guide based on the rosters ...

Dear Liz: My husband agreed to serve as successor trustee for his brother’s living trust several years ago. My brother-in-law also added me as a backup. My brother-in-law’s financial situation ...

Answer: A successor trustee’s role is similar to that of an executor. Both are charged with settling someone’s estate. Being asked to serve is an honor, since the person choosing you is saying ...

Dear Liz: My husband agreed to serve as successor trustee for his brother’s living trust several years ago. My brother-in-law also added me as a backup. My brother-in-law’s financial situation ...

When the trustee of an irrevocable trust passes away, the role normally shifts to a co-trustee or successor trustee. In Kelly-Anne’s case, the trust did not have a co-trustee, ...

Barrington Hills Trustee Darby Hills’ appointment to a vacant state Senate seat should be nullified because she doesn’t meet the state’s definition of a Republican, a lawsuit filed Tuesday ...

When estate planning, finding successor trustees who are trustworthy and dependable is crucial. They don’t have to be relatives: Friends or professionals may be good choices.

This article explores some of the factors that are important to consider when giving your successor trustee this power. BY WHITTIER TRUST. Feb 6, 2025. SHARE. LinkedIn Facebook X Bluesky Link.

The successor trustee of your living or revocable trust steps in to act if you are no longer able to do so due to your death or mental incapacity. Subscribe to Kiplinger’s Personal Finance Be a ...

Dear Harry, My husband and I set up and funded revocable trusts with our financial assets when our children were minors. The trusts together now hold less than $500,000.

Your trustee could serve in that position for many years, so you’ll want to name someone who is in good physical and mental health. Of course, things can change over time, so if you observe that your ...