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The 3 Roles in a Trust, and Why They’re Important to Understand Before Sitting Down With Your Estate Planning Attorney

March 15, 2019 by Michael Bailey Leave a Comment

A couple of weeks ago I was discussing a trust with a client, and thought I had explained what a trustmaker, trustee, and trust beneficiary were. While I was talking about how only one of their kids would act as the Trustee, the client reacted with haste, exclaiming, “WHAT DO YOU MEAN ALL OF MY […]

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Justin Geddie

Mr. Bailey is incredibly knowledgeable while also being personalbe and empathetic to the needs of the client. I have seen this in my own personal circumstances and in those I’ve referred to him. He is quick in providing sound advice and solutions. I highly recommend Mr. Bailey and his firm for any needs, well worth it. He saved me many headaches and even more with my finances.