Family dinners and probate
Corporate trustees are expensive. Talk to your children, and maybe you won’t need one.
Management Agencies
A limited but versatile tool for money management that just might delay disability.
Promotion Time
What’s a good age to name children as executor? Maybe 25, even 30, if ever.
Corporate Fiduciaries
Corporate fiduciaries are expensive, but sometimes a wise investment.
Statutory Management Trusts
Did you forget to give anyone your power of attorney? Here’s one alternative to guardianship.
Trustees
Trustees manage your money long-term. Picking one is easier when you know what they do.