A Proactive Guide to Estate Planning
7 Things Trustees Need to Know About Trust Accounting, Taxes, & Beneficiaries
A Practical Guide to Help You Navigate Your Responsibilities
Being named a trustee can feel like an honor and a heavy responsibility. You want to manage the trust correctly, follow the law, and keep family relationships intact, but the process can be confusing and emotionally charged.
This complimentary download outlines key responsibilities and considerations every trustee should understand, including what’s involved in accounting and taxes, and how to best communicate with beneficiaries.
By downloading this guide, you will learn:
- What trust accounting is (and why it matters)
- How to keep beneficiaries informed and avoid misunderstandings
- Common mistakes that can lead to delays or disputes
- When it may make sense to bring in professional support
This guide is designed as a helpful resource for anyone who has recently been named a trustee, is currently administering a trust, or is supporting a loved one through the process. Download our guide today.
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