66. How To Pick The Right Trustee
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One of the more difficult challenges of estate planning is choosing the right trustee.
In this episode, John and Michael Parise aim to help you gain a better understanding of the implications of choosing a trustee and what to consider when making this decision. They look at what makes choosing a trustee so difficult and what it means to leave someone in charge of managing your family’s assets.
John and Michael discuss:
- The role of a trustee and why a trustee should act as a mentor
- Their recommendation for what to look for in a trustee and how you can build a relationship and understanding with the trustee before they take control
- If trustees can be compensated and whether they should
- What it truly means to leave your family in the hands of a trustee (whether they’re another family member or not)
- And more
Connect with John and Michael:
- Copper Beech Financial Group
- (856) 988-8300
- John Parise
- Michael Parise