Can I require annual updates to the estate plan by trustees?
Estate planning is not a one-time event; it’s a continuous process that needs regular attention to remain effective. While a …
Can I require annual reporting by the trustee to the beneficiaries?
The question of requiring annual reporting from a trustee to beneficiaries is a common one, and the answer is nuanced, …
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They will oversee handling your affairs until your beneficiaries come into their inheritances or until the designated date of your …