PREVIOUS POSTS
US Planning: Eight Steps To Protect Your FamilyEstate Mistakes: Where Heath Ledger And Princess D...
Why Life Policies Will Help Preserve Wealth
Odd Haavik interview on CNBC Nov 6
Leading economies blamed for fiscal secrecy
Tax spat freezes Italian-Swiss talks
Odd Haavik interview on CNBC Oct 21
Singapore signs up to more information exchange
2009 World Wealth Report
Transparency is the New Gold Standard: U.S. Wealth...
Tuesday, December 08, 2009
Picking a Trustee, Family or Banker?
Traditionally, most people have appointed family members, rather than bankers, to watch over the assets in their estates. But the turmoil in the the economy over the past 14 months has highlighted just how onerous the job of trustee can be. Not only are trustees charged with making sure assets are invested wisely; they also must be able to evaluate requests for distributions of cash to beneficiaries. In hard times like these, those requests can be both frequent and extremely touchy. Read more...posted by Charles Monat Associates at 12:03 PM
0 Comments:
« Home
Copyright © 2005 Charles Monat Limited. All rights reserved. Privacy
Policy & Terms of Use