There are plenty of reasons to consider setting up a trust. Learn common mistakes to avoid when selecting a trustee so you ...

WHAT IS A SCHOOL BOARD TRUSTEE? School board trustee definition: According to Lexico, a school board trustee is “a member of a board of people elected or appointed to promote the interests of a school ...

Choosing a trustee to manage your estate when you are gone is an important decision, and one that should not be taken lightly. Depending on the type of trust you are creating, the trustee will be in ...

Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. Trusts are a powerful tool for families to transfer their ...

When New Jersey adopted the Uniform Trust Code, in large part in 2016, it seemed to make successor trustee appointments and the filling of vacancies in the role of trustee more efficient, supporting ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

- a savings account deposited by someone who makes themselves the trustee for a beneficiary and who controls it during their lifetime; afterward the balance is payable to the previously named ...