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Don’t Make This Mistake When Naming Your Trustee


Build your estate plan online! MyAdvocate is the online solution for creating and maintaining your Will and all other legally-valid estate planning documents. Click the link below to get started! -- Many people like the idea of leaving their estate in trust for their spouse. Leaving your estate in trust for your spouse can accomplish the dual objectives of: (1) providing for your spouse; and (2) controlling who will receive the remaining trust assets when your surviving spouse passes away. The trustee that you designate needs to have an understanding of the legal and financial concepts involved in being a trustee. I've broken down your options regarding who should be the trustee of a trust that you establish for your spouse into four options: (1) Your spouse: (2) An individual other than your spouse: (3) A co-trustee arrangement; and (4) A corporate trustee. For prospective law firm clients who want to schedule a free 30 minute initial phone call with Paul Rabalais, go to: This post is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read on this site. Using this site or communicating with Rabalais Estate Planning, LLC, through this site does not form an attorney/client relationship. Paul Rabalais Estate Planning Attorney...(read more)


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