Building Wealth with Professional Asset Management My spouse took care of all our investments. Since he (she) died, I don't know what to do or whom to trust. I don't know where I should invest my money. I'm so confused by everything I read. I just received a large inheritance. I've never …
Understanding Corporate Trustees
How can I evaluate a corporate trustee?
Talk to several. Visit them if you can. Ask how long the trust department has been in business, how many trusts they manage, minimum and average size of trusts they manage (most require a certain amount of assets) and how much experience their people have in the trust business. Compare investment …
Is a corporate trustee expensive?
Most are very reasonable, especially when you compare their fee to the costs of paying others for estate and tax planning advice, for investment management, for preparing tax returns, and for investment trading commissions. A corporate trustee typically provides all these services and more for …