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Trustees

September 27, 2019

Some thoughts on selecting fiduciaries

Fiduciaries can hold a lot of power when it comes to the successful execution of one’s estate plan—they make crucial financial decisions,…

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January 16, 2015

WSJ Article addresses trend away from institutional trustees

In a recent WSJ Wealth Advisor article, Anna Prior addresses the trend away from institutional and professional trustees for many trust settlors/creators.  In…

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