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You have what it takes to be the trustee of your trust. You are responsible and sensitive to the needs of your trust’s beneficiaries. You understand business and investments. You can easily manage your trust assets. You assumed the role of trustee without much thought and it’s been an easy experience. Remember, however, that it [...]
Naming a family member or friend as your trustee may be the simplest choice, but it may not always be the best choice. Before you decide who will protect your assets—family member, friend, financial advisor or a professional trustee—consider these questions and answers carefully. Can the person devote the necessary time and attention to your [...]
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