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Guidance on Choosing the Right Trustee (or Trustees) for Your Estate

October 18, 2020

From the Kiplinger website

You know how hard you have worked and the sacrifices that have been made to achieve your goals. In order to protect what you have worked for and provide for the most important people in your life, you may be counseled to put some or all of your assets into a trust.

Once you have decided to fund a trust as part of your succession planning, you then need to determine who can best carry out your plans. “Who do I choose as my trustee or trustees?” becomes a critical planning question.

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From → Finance

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