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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