The Truth About Wealth

66. How To Pick The Right Trustee

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One of the more difficult challenges of estate planning is choosing the right trustee.

In this episode, John and Michael Parise aim to help you gain a better understanding of the implications of choosing a trustee and what to consider when making this decision. They look at what makes choosing a trustee so difficult and what it means to leave someone in charge of managing your family’s assets.

John and Michael discuss:

  • The role of a trustee and why a trustee should act as a mentor
  • Their recommendation for what to look for in a trustee and how you can build a relationship and understanding with the trustee before they take control
  • If trustees can be compensated and whether they should
  • What it truly means to leave your family in the hands of a trustee (whether they’re another family member or not)
  • And more

    • Connect with John and Michael:

    • Copper Beech Financial Group
    • (856) 988-8300 
    • John Parise 
    • Michael Parise 

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      The Truth About WealthBy John Parise and Michael Parise
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