In our most recent Wealth Management Insights publication, Samantha Pahlow, CTFA, AWMA, provided a primer on considerations when naming minors beneficiaries of retirement and other financial accounts.
Selecting a Trustee and Executor
Your wishes. Your legacy. Your plan. Your estate planning documents, whether a will or a trust, reflect your values and wishes relating to the distribution of your assets. While you, and your attorney, have carefully drafted language that reflects distribution wishes congruent with your goals, it is still left up to someone else to execute your plan.