How Do You Choose a Trustee for Your Trust?
Friday, 21 July 2023
When choosing a trustee, consider the following factors: trustworthiness, financial and organizational skills, understanding of your intentions, availability, independence, personal relationship, and designating a backup trustee. You may want to evaluate your personal relationship with the potential trustee. While not a requirement, choosing a family member, close friend, or someone who understands your family dynamics
- Published in Monthly Blog
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