Can My Attorney or CPA Just Be the Trustee? Why a Professional Trustee or Trust Company Is Usually the Better Choice
At Northeast Private Trustees, we understand why so many people want to name their attorney or CPA as trustee. These are trusted professionals who handle complex matters, often dealing in tax and legal issues, and may have guided families for…
How are Directed Trusts Used in Estate Planning?
Directed trusts have emerged since 1986 as an important and yet arguably underutilized estate planning and trust administration tool, offering unique advantages in terms of trustee liability, cost efficiency, and potential tax savings. By implementing directed trusts, savvy families and...