Protect your peace of mind with a trust protector
Do you need a trust protector? Maybe, if you aren’t completely confident the trustee will carry out your wishes. A trustee manages the trust on a day-to-day basis, while the protector oversees the trustee and weighs in on critical decisions, such as investment transactions involving large dollar amounts. Although it’s tempting to provide a protector with a broad range of powers, this can hamper the original trustee’s ability to manage the trust efficiently. The idea is to protect the integrity of the trust, not to appoint a co-trustee. Contact us to learn more.
07 Sep 2018 - News
28 Aug 2018 - News