If you're in the process of setting up a trust or if you're reviewing a trust set up some years ago an important part of the process and worthy of careful consideration is who to choose to act as trustee of your trust. Typically you will be the first trustee but your chosen successor trustee will take over management of the trust when you are gone. This person will be making all the decisions once you're gone and Read More
10 Questions to Ask Before You Hire a Financial Adviser
Most people don't know how to hire a financial adviser. Often we will get a referral from a friend or a professional such as a lawyer or account. Often these are good methods of finding a good investment adviser. But, if you are creating a family trust and want to hire a financial adviser to manage the money in the trust, you probably want a traditional personal financial adviser or financial consultant. You Read More
