How to Invest in Bonds for a Trust
How to Determine All Death Benefits for a Decedent
What Are Key Bond Terms for a Trust?

10 Common Pitfalls for Estate and Trust Administrators to Avoid

Don't exercise poor fiduciary judgment.

As more people have started investing personally, they think they’ve become much more sophisticated and knowledgeable about the entire investment process. And they’ve also become much more likely to comment unfavorably on your handling of the trust or estate’s assets.

As the executor and trustee, you must act prudently and deliberately, seeking advice when you need it, investing the assets wisely, and paying the bills and the beneficiaries when they’re due to be paid.

  • Add a Comment
  • Print
  • Share

Recommends

Promoted Stories From Around The Web

COMMENTS »
blog comments powered by Disqus
How to Protect a Trust’s Assets
Going Beyond a Will: Other Estate-Planning Documents You Need
What Is the Federal Estate Tax?
Setting Up a Trust in Your Estate Plan
How to Be Prepared for an Estate Audit