In This Issue:
- Thinking of Moving to Florida? Maybe a Little Further South is a Better Option
- New Investment Thinking for Trustees?
- Excerpt from New Investment Thinking for Trustees?
Traditionally, trustees invest the assets within a trust to ensure the assets are preserved for when they are distributed to the beneficiaries, often when the beneficiaries reach a certain age. However, this “cautious” investing by trustees, while in line with modern day portfolio theory and existing law, may not be the most advantageous for the beneficiaries....
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Topics: Estate Planning, Estate Tax, Trustees, Trusts
Published In: Finance & Banking Updates, Tax Updates, Wills, Trusts, & Estate Planning Updates
DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.
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