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Estate Planning Red Flag – Your trust doesn’t provide for removal of a trustee
September / October 2021
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 290
Abstract: To ensure that a trust operates as intended, it’s critical to appoint a trustee that can be counted on to carry out a person’s wishes. But to avoid protracted court battles in the event things don’t work out as planned, it’s a good idea to give beneficiaries the right to remove and replace a trustee. Without this option, beneficiaries’ only recourse would be to petition a court to remove the trustee for cause. This brief article lists grounds for the removal of a trustee.
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Estate Planning Red Flag – Your plan doesn’t name a backup guardian for your minor child
July / August 2010
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 290
Abstract: Arguably the most important estate planning decision parents of minor children may have to make is choosing a guardian for their children should the unthinkable occur. This short article explains why it’s critical to also select a backup guardian and lists a few issues to consider when evaluating potential guardians.
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Spouse vs. estate vs. retirement plan beneficiary forms
October / November 2009
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 290
Abstract: Just how important are those beneficiary forms that participants fill out when entering a retirement plan? Very! This article summarizes a U.S. Supreme Court ruling that a plan’s beneficiary form took precedence over a divorce decree.