Choose a Trustee with These Three Characteristics
If it’s time to choose a trustee, carefully consider these three characteristics: their reputation, empathy, and procedural approach. Transitioning from a long-standing relationship with an advisor, teacher, coach, doctor, lawyer, CPA, trustee, or financial advisor - whether due to retirement...
Choose a Trustee
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How to Choose a Loyal Trustee: Know Your Options
Are you preparing to choose a trustee? Knowing how to choose a trustee, and what your options are, is not as straightforward as it seems. In fact, there are a number of factors and considerations that come into play when...
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How to Appoint a Trustee Who Will Protect Your Legacy
Choosing a trustee to administer your revocable and irrevocable trust is essential to your estate plan. In order to secure your legacy, it’s crucial to not only select the right support for your estate but to also choose an appropriate...
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