A conflict of interest anytime a decision is made could benefit or harm the one making the decision. When you name a child or any beneficiary of your estate as the financial trustee, you are putting them in a difficult place – a definite conflict of interest. There is a better solution.

Join Consider This Program for the inside scoop on our legacy strategy. Find more about trusts and trustees on our website, including this segment yourlifeafterwork.com/your-successor-trustee-makes-all-the-difference-in-the-world

Call 800-928-4001 or email us at [email protected] to schedule your complimentary Next Steps meeting today.

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Give us a call at 800-928-4001 or send them to [email protected]