Tag Archives: beneficiary

Beneficiaries: How to Deal With a Rogue Executor or Trustee

Last April I blogged about The 3 Habits of Highly Effective Trustees and Executors. As a reminder, they are: (1) Read (re-read) the trust and/or will (and follow the terms); (2) Communicate with beneficiaries — early, often and well; and (3) Document and keep records. But what if you’re the beneficiary of an estate… Read More »