Topics: Investments
Topics: Corporate
Posted by Sandy Pepper
Every family has their own unique make-up and no two are alike – each member of a family has their own separate distinctions and when planning for loved ones, creating a Statement of Intent is important not only for the trustee, but also for the Grantor’s beneficiaries. It would be nice if all families got along, all children were gainfully employed and without issue, family meetings took place and all children were fully informed of their parent’s estate plan. This is generally not the case and doesn’t happen very often. Thus it is important for a Grantor to provide some guidance to the trustees.
Read MoreTopics: Trusts & Estate Planning
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