Michele Moore

The Time is Now: Choose Your Trustee Wisely Michele Moore

The Time Is Now is not about preparing a trust or estate plan. Instead, it focuses on choosing a proper successor trustee, and Moore uses real stories to illustrate how choosing the wrong person can lead to costly litigation. The Time Is Now includes a detailed personal organizer to keep track of assets, bank accounts, CPAs and attorneys. "This will save your trustee a considerable amount of time and money," Moore writes. "This is not supposed to be a treasure hunt!" "With life spans ever increasing and the possibility of living with a disease that threatens mental or physical incapacity, it stands to reason that trustors will need to rely on their trustees long before death. "With that in mind, do you think the person you have designated will effectively handle all of your medical and financial affairs properly?" "I wish all my clients would take the time to complete the enclosed organizer. The cost and time could be significantly reduced." Maria Kiner, CFP, CPA "As a litigation attorney that specializes in fiduciary issues, these conflicts are unfortunately, far too common." William Bonnheim, PLC