Is it a family member? A trusted friend? An attorney or CPA? Or is the best choice a corporate trustee? The reasons for naming a family member or friend are somewhat obvious — this is someone ...

How can you be sure a trust will be managed properly, without causing a headache for the beneficiaries? The key is choosing ...

Compared to other professional options, such as a corporate trustee, a private fiduciary typically has fewer clients and may provide more personalized service, taking time to get to know a family ...

The Economic Crime and Corporate Transparency Act 2023 (the Act) is part of a legislative package to increase corporate transparency, improve ...

A trustee can be an individual family member or trusted friend. Or, you can have your trust fund managed by a corporate trustee or trust company. Regardless of who it is, your trustee should be ...