How to Choose the Right Trustee

Most of our clients have given considerable thought to protecting their assets and preserving their accomplishments for the benefit of their loved ones. To ensure that their wishes are as they envision, many of them choose to set up a trust. Once you decide to fund a trust as part of your estate planning, you must then select who can best carry out your plans. "Who do I choose as my trustee or trustees?" becomes a critical planning question.

It is imperative that you understand the strengths and weaknesses of your chosen trustee and that your person appreciates his or her responsibilities and personal liability to the trust beneficiaries — which may include the trustee. Download this free guide to give you insight before making this important decision.