Your Trust Says What? 7 Estaste Planning Surprises Your Family Doesn't Want To Find
Imagine Mom passes away.The kids are grieving, but Mom always told them, ‘Don't worry. I have a trust. Everything is taken care of.’So they open the trust documents.And that's when the surprises begin.The successor trustee Mom named 20 years ago is no longer in her life.The house she bought eight years ago was never transferred into the trust.One account has a beneficiary designation nobody expected.And the trust distributes the inheritance completely differently from what the kids remember Mom telling them.There's just one problem.Mom isn't here anymore to explain it—or fix it.”Then set up…
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