What is a Trustee?
A trustee is a person (or company) who has been entrusted by the grantor (the person who created the trust) to carry out the terms of the trust on behalf of the beneficiary. For legal purposes, the trustee is [...]
Serving as a Trustee – What to Know
With a growing number of trusts being created every year in the United States, the possibility that you may be named as a trustee may also be increasing. Maybe you were chosen by a sibling, a parent, a colleague [...]
Charitable Giving Considerations: Donor Advised Fund or Private Foundation?
For many wealthy families, charitable giving and philanthropy are among their top financial goals. Aside from the simplest form of writing a check to a favorite charity, there are many other options and strategies to help high net [...]