• posted: Aug. 23, 2023
• Joseph M. Udall
• Estate Planning
• trustee,  personal representative,  executor

Achieving your estate planning goals can largely depend on your selection of a reliable personal representative. This is the individual who will have legal authority to carry out your instructions, Read More

• posted: Nov. 29, 2021
• Joseph M. Udall
• Estate Planning
• trustee,  beneficiary,  trust administration

A trust is a legal duty that results when a person transfers legal ownership of property to another person or institution (the trustee) for a designated purpose. The trustee is Read More

• posted: Jun. 30, 2020
• Joseph M. Udall
• Estate Planning
• assets,  creator,  estate planning,  funding,  probate,  revocable living trust,  settlor,  trustee

When planning your estate, you should keep in mind that the decisions you make now may place responsibilities on your loved ones when you die. Your estate will be subject Read More