Wealth Management & Financial Planning

Wealth Management & Financial Planning

Your successor trustee makes all the difference in the world.

Consider This Program with Joe Clark, CFP, and Adam Harter, CFA.
In this segment we will cover:

Who you choose for your successor trustee is a big decision, but how do you choose?
Join us as we talk about what to consider!

Always begin with the end in mind. A trust has four primary characters – you, the grantor, the trustee (usually you), the successor trustee and the income and remainder beneficiaries. The more power you give the successor trustee, the better the trust can work, but the more likely your wishes may be altered to some extent. The more strict you are, the less the successor trustees can deal with unforeseen changes in the lives of your beneficiaries or the economy. You don't get both! Who you pick as the successor trustee makes all the difference in the world.

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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