Broker Check

Private Trust Services

One of the most important decisions in estate planning is the naming of a Trustee. While this critical decision, choosing a Trustee is often given less thought than the structure of the plan or the choice of drafting attorney. Even the best drafted document will fail to achieve your goals if the Trustee selected fails to carry out their role properly. You’ve worked hard to achieve your financial goals and your family deserves the counsel of an objective professional with proven expertise.