Each estate plan has a “cast of characters”—the agents or fiduciaries who will be responsible for making decisions when you are no longer able to. Your estate plan’s success depends on this cast of characters so it is essential to ask yourself the following questions: Do you understand each of the roles available, such as executors, successor trustees, healthcare agents, or trust protectors? Are you certain that you have chosen the best people for these roles? Is there a role that you struggle to fill because you don’t know anyone who would be a good fit? Have you named backups to serve if the ..read more