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Checklist for Trustees
Trustee Obligations Unless a trust is complex, financial or legal expertise is not a must for trustees, but a willingness to commit time and reliably follow through is essential. Upon...
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SNT: Duties of The Trustee
U.S. Treasury listed, and licensed for business everywhere in the USA. Our customers have awarded us a 4.8 Trustpilot score. Whenever and wherever you need a bond, trust Colonial: www.colonialsurety.com...
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Establishing An Age Based Trust
...time commitments a trustee will need to successfully administer it. Good to Do: Trustee Bonds Ultimately, whether a professional, friend, or relation is selected, the trustee has a fiduciary...
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Probate: True or False?
Should a guardianship be set up for children? Although life’s ever more complicated—bonding does not have to be. Come Colonial Surety for the easiest, most efficient way to obtain...
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The Partnership Account® for Insurance Professionals
...launched on May 10, 2021 What products will Colonial Surety Company offer? Will Colonial Surety Company pay a commission to insurance agents? Why will insurance agents partner with Colonial? Colonial...
Trusts and Wills: Understanding Differences
...listed, and licensed for business everywhere in the USA. Our customers have awarded us a 4.8 Trustpilot score. Whenever and wherever you need a bond, trust Colonial: www.colonialsurety.com ...
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Estate Plan: Update vs Rewrite?
card you have used for years. If you have crossed out and replaced one or two ingredients, the card may still be readable. However, if you have altered the ingredients...
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Financial Security: Family Trusts
...necessary for smooth administration of the trust. When there are complexities, special needs, extensive time commitments or the possibility of conflict involved, it might be useful to appoint a professional...
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Charitable Giving: Will vs Trust?
...to designate a professional trustee. Frank & Kraft offer this perspective: When you create a trust, you can appoint anyone you choose to be the Trustee. Given the complex...
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