A trustee’s job is to carry out the intent of the trust creator, using the trust document as a roadmap. Trustees and beneficiaries must work to build a mutually beneficial relationship to ensure long-term success. In this episode, Richard Joyner provides five principles families should consider when choosing a trustee.
To learn more about how we navigate all things financial for client families, visit tollesonwealth.com.
The views and opinions expressed here today do not necessarily reflect the view of Tolleson Wealth Management. The information discussed is for informational purposes only and is not a solicitation or an offer to buy a security or instrument or to participate in any trading strategy. You should consult your professional advisors before making any tax, legal financial planning, or investment decisions.
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