Picking, choosing or selecting a trustee is a pain in the neck. You have to think about who, when and what. Not for today or next week but way into the future. Ugh! What does a trustee do again? Asking a few right questions can make or break the trustee decision. Read more.
November 20, 2017
More Articles
Wall Street’s Rush to Launch Vanguard-Style Funds Draws Warnings
Exchange-traded funds have amassed trillions of dollars by offering investors greater tax efficiency, liquidity and lower costs than mutual funds.
Trusts 101: Why Partner With An Independent Corporate Trustee
When setting up a trust, choosing the trustee is the most important decision you can make. The trust must be maintained and administered with the same care and attention that went into creating the trust. When choosing a trustee, you have to investigate a number of different paths, including using a bank trust company, individual or family member or, lastly, an independent trust company.