Is Today's Trustee for You?
If you:
Have established a trust,
Have been named as a beneficiary,
Are acting as a trustee,
Are looking for solid advice about estate planning
the answer is ABSOLUTELY YES! There’s no other resource like this for trust grantors, trustees, and beneficiaries to help you work through the challenges you are sure to face. It’s a publication that has long-term value. You’ll hold on to it and go back over the information often because it’s practical, timely, and high value. Like most of our readers you’ll share it with family members and friends. And it’s FREE. Each issue of Today’s Trustee brings you practical, unbiased information from leading authorities in areas such as:
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Trustee Responsibilities: Should you be a trustee? Do you have the time and experience to handle all of the duties? Are you aware of your liabilities as a trustee? Are you prepared to handle conflicts with family members when there’s miscommunication and resentment? |
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Estate Planning: The pros and cons of hiring a financial advisor and how do you pick the right one to help you with your estate plans? |
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Tax Issues: Do you know what the latest tax legislation is and how it will affect your estate plan? |
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Investing: What are the best investments for you and your future? What’s working for someone else may be the worst thing for you. |
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Legal Matters: Are you familiar with the Uniform Prudent Investor Act (UPIA) that governs the standards for managing a trust? Do you know the legal consequences of not following the UPIA statutes? |
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Managed Care: What’s involved in moving your mom or dad into managed care, especially if they don’t what to go? What’s the right kind of long term care insurance to own? When’s the best time to get it? |
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Multi-generational Planning: Do you know the right strategies for including 1st, 2nd, and 3rd generations in your living trust? |
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Advanced Strategies: Do you want unbiased, independent estate solutions that utilize a large array of financial companies, top quality products and investment opportunities? |
 In addition each issue highlights true accounts of people who’ve experienced first hand, the good, the bad, and the ugly of estate planning. Through these sometimes traumatic and heart wrenching stories you’ll learn how to avoid costly mistakes—before they happen to you.
The unfortunate reality is that too many people, when faced with having to confront family conflicts and make sense of the financial and legal complexities of estate planning, procrastinate and in many cases… do nothing. This lack of action often snowballs into a crisis. The purpose of Today’s Trustee is to empower you with the knowledge and tools you need to take control of your financial future and create the lifestyle you desire for yourself and your family. Click below for your FREE subscription
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Real life experience of Marci Cortez — learn who you can trust when it really counts
Alternative Minimum Tax 101
A brief overview of the Alternative Minimum Tax (AMT)
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