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Sally Slate Lee Financial Trust Management

Trusts 101: Tips From A Fiduciary

Trusts FiduciaryIn my conversations with Darren Wallace, my favorite Fiduciary, we covered a lot of topics. Two areas I wanted to make sure I discussed with him are what tips he has for people planning their trusts/estates, as well as what red flags he has for family members to keep an eye out for.  Darren has some great suggestions and guidance.Read More

Sally Slate Lee Financial Trust Management

Trust Management – A Q&A with A Fiduciary

What is a fiduciaryFiduciary.  Most commonly, this is thought of as a type of duty or responsibility, but it’s also a job title.  I wasn’t very familiar with what a Fiduciary was, so I recently sat down with Darren Wallace of Wallace Fiduciary to get a better understanding of what his role is.  Here’s our Q&A.Read More

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Sally Slate Lee

  • Sally.Lee@Compass.com
  • 650.867.1210
  • DRE# 02063009

Recent Post

  • How Real Estate Commissions Are Paid
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  • All About Off-Market Homes

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