



How can a financial advisor help with trust asset management?
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what is a survivor's trust in california Informational
- Legal remedies available if a trustee breaches their fiduciary duty Importance of selecting a trustworthy and capable trustee
- What happens to assets not properly transferred to the trust? The "pour-over" will and its relation to a Survivor's Trust
- Ensuring fairness and equity among beneficiaries
- Grief and its impact on estate administration
- Estate tax return filing requirements for a Survivor's Trust Understanding the role of the IRS in matters related to Survivor's Trusts
- Professional trustees vs. individual trustees Co-trustees advantages and disadvantages
- The importance of personalized estate planning advice
- Avoiding the need for conservatorship through proactive estate planning The importance of clear communication with your chosen fiduciaries
- Seeking legal advice in multiple jurisdictions The emotional aspects of estate planning
- What are the trustee's responsibilities immediately after the first spouse's death?
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