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New Year’s Estate Planning Resolutions

Many people set New Year’s resolutions, with the goal of becoming healthier, more organized, or more financially stable. However, one important aspect of life that often gets overlooked is estate planning. This may not seem like an exciting or immediate priority, but it’s essential to ensure that your assets and wishes are protected, both now and in the future.

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Risks of Joint Trustees

While it may initially be appealing to name two or three of your children or other relatives as
joint co-Trustees in your Trust, co-Executors in your Will, or joint co-Agents in your Powers of
Attorney, there are potential problems in doing so.

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