One of the biggest decisions you will make in your estate plan is determining whom is best to serve in important roles such as executor, trustee, etc. While it is often best to name a family member to serve, this may not always be possible or even optimal. We recently visited with Jean Jackson of Cumberland Trust. She shared with us some important considerations in the naming of a trustee or executor and how to best navigate pitfalls that can arise. To watch a replay of our conversation, click the link below.
Replay Available: Estate Planning Q&A
May 04, 2022