Archive for the
‘Financial Planning’ Category

Your Estate Plan Names the Fiduciary. Your Transition Plan Helps Them Act. Estate planning often focuses on who will act when a client can no longer act for themselves. That question matters. But for clients who name Mission Management & Trust Co. as successor trustee, agent under a financial power of attorney, personal representative, or […]

When a Beneficiary Requests a Trust Distribution What a Corporate Trustee Considers When a beneficiary asks for money from a trust, the request may seem simple. For a corporate trustee, it is a fiduciary decision. The trustee must follow the trust document, honor the settlor’s intent, treat beneficiaries fairly, and protect trust assets for their […]

Shared Stewardship: Planning for Life’s Transitions — Not Just What Happens After Death When families begin planning for the future of a loved one with disabilities or long-term support needs, the conversation often starts with a single question: Who should serve as trustee? No doubt this is an important decision. Trustees carry significant legal and […]

  Dear Clients, Friends, and Professional Partners: As we begin this new year, we are pleased to share an update on the growth and evolution of Mission Management & Trust Co. Serving as your trusted partner through milestones, transitions, and opportunities is truly one of our greatest privileges. Today, we are excited to share updates […]