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Digital Assets and Trust Administration: Planning for Your Online Legacy
The digital world offers enormous opportunities for creativity, connection, and investment. Yet without proper planning, those opportunities can turn into challenges for the people you leave behind. Estate planning and trust administration must adapt to include digital assets as a standard element. By cataloguing your online property, granting authority to your fiduciaries, choosing capable people to manage your accounts, and updating your plans regularly, you protect your on
Sep 11, 20257 min read


Understanding Executor and Trustee Compensation: Fairness, Reasonableness and Your Rights
Executor and trustee compensation is one of the most delicate topics in estate and trust administration. Fiduciaries deserve to be paid for their work and the personal liability they assume, yet fees that are opaque or excessive breed resentment and can undermine family harmony. Understanding how fees are determined—whether by the governing document, statutory schedules, or the multifactor reasonableness standard—allows both fiduciaries and beneficiaries to approach the topic
Sep 9, 20258 min read


Balancing Interests: The Trustee’s Duty of Impartiality
When a person establishes a trust, they often have more than one beneficiary in mind. A spouse might receive income during their lifetime, while children or grandchildren are slated to inherit what remains. This creates two distinct classes of beneficiaries: those who benefit now and those who benefit later. Navigating these competing interests is one of the most challenging aspects of administering a trust. At the heart of this challenge lies the trustee’s duty of impartiali
Sep 7, 20255 min read
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