What happens when the trustee's work takes more time and effort than anyone anticipated? And how much, if anything, should a ...

An important estate planning decision that you could face when setting up a living trust is choosing a trustee or trustees to oversee it. Appointing multiple trustees can enhance the management of ...

A trust is a powerful estate planning tool, providing for the management and protection of your assets. Trusts come in many flavors or types depending upon the client’s goals and needs. The selection ...

Ask the Expert: Who Should I Choose as My Trustee? Expert Answer: (Hint: It might not be Johnny!) Setting up an irrevocable trust is often a smart and effective way to protect your assets from ...

When hostilities break out between individual co-trustees, incumbent trust counsel faces a representation conundrum. In §8.8 of Loring and Rounds: A Trustee’s Handbook (2025), see appendix below, we ...

On March 25, the Somerville Job Creation and Retention Trust Fund Board of Trustees held a meeting to begin brainstorming funding strategies to alleviate potential burdens for organizations that ...

Last month I explored the potential advantages of naming a corporate trustee, acknowledging that the decision is ultimately a matter of personal preference. In this second part of a two-part, ...

Change is inevitable. Smart estate planning involves planning for what-ifs — and that should include how beneficiaries will use and interact with any trusts you might put in place. When considering ...

Got a question about investing, how it fits into your overall financial plan and what strategies can help you make the most out of your money? You can write to me at [email protected].