Monterey Trust Management
Like most seniors, Frank and Shari want to remain in their home forever.
Their thoughtful planning is impressive, no doubt, but does a reverse
mortgage really fit into a financial plan? Planning, whether financial
or legal, is more likely to be successful if you consider all possible
options and develop strategies to deploy should something go off course.
Irrespective of whether
the beneficiary is mentally ill or simply lacks maturity, when a
beneficiary is resentful toward a trustee or when a trustee lacks the
skills needed to effectively interact with a compromised beneficiary,
efforts should be made to resolve the problem.
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