Mar 11, 2021

Helping Clients Create an Up-to-Date Inventory

By |2021-03-23T15:43:08+00:00March 11th, 2021|Gunderson Guide Newsletter|Comments Off on Helping Clients Create an Up-to-Date Inventory

Helping Clients Create An Up-to-Date Inventory If your client has already done estate planning by creating a will or trust, then the client has taken a very important step toward ensuring that if the client becomes incapacitated or dies, the client’s loved ones will know how to help manage the client’s financial and legal affairs. [...]

Mar 11, 2021

Trust Protectors: Are They A Good Fit For Your Client?

By |2021-03-11T22:13:15+00:00March 11th, 2021|Gunderson Guide Newsletter|Comments Off on Trust Protectors: Are They A Good Fit For Your Client?

Trust Protectors: Are They a Good Fit for Your Client?   What Is a Trust Protector? Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called a grantor, trustor, or trustmaker), the trustee, and the beneficiary. All three roles are necessary to create a trust that functions [...]

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