Estate planning involves deciding how your assets will be maintained and distributed after your death, or in the event you become incapacitated. In addition to your financial wealth, your assets can include your homes, properties, vehicles, artwork, pensions, art collections, and life insurance policies.
Whether your reasons for planning an estate are to preserve your family wealth, provide for your surviving spouse and children, fund your grandchildren’s education, leave a legacy behind for a charitable cause, or all the above, you want your financial advisors to draft an estate plan you feel good about. One crucial part of this process is choosing your successor trustee. This article will share insights on how to make this important decision.
Want To Read More? Sign Up For Our 7 Day Free Trial.
Please login below. If you don't have an account, feel free to sign up and get access to the entire WealthCAP HUB®.
