The Three T's of Effective Trustees
Choosing a trustee - the person or entity who’ll manage the assets within your trust - is no easy task. Look for a trustee that fits the “three T’s” - time, temperament and tenure. Read Article
Estate & Giving
Optimize Your Estate Plan for 2020 and Beyond
Here are five ways to optimize estate planning that are too important to abandon by February, including multigenerational planning, digital sharing, tax law changes, a general checkup and philanthropy. Read Article
