Thursday, October 9, 2008

Trustees Look to Loved One's Financial Advisor for Initial Guidance

Can I still accomplish the trust creator's wishes in light of the current market? Where can I turn for advice?

If you've recently become trustee of a living trust, you may have many questions like these. One way to get started might be to interview the financial advisor used by the trust's creator during his or her lifetime.

In many cases, you can expect this advisor to have a wealth of detailed information about the trust's assets that may help you as you begin to create an initial inventory.

No comments: