The Grantor: Unsung Hero of Estate Planning

Imagine you’re at a family reunion, and your eccentric Uncle Bob starts discussing how he’s become a “Grantor.” Your cousin Sarah rolls her eyes, assuming it’s just another of Bob’s quirky hobbies. But little does she know that Uncle Bob might be the most intelligent person at the picnic table. I can tell you that […]

Key Parties to a Trust

golden key

  This article will focus on some of the key parties to a trust.  There are generally three parties to a trust; the grantor, trustee, and beneficiaries. The Grantor or Settlor is the person that creates the trust.  This person will discuss with their attorney their wishes for the trust and the terms that will […]