Consider Your Trustee Carefully: It Makes a Difference

Having a trust is just one important piece of the puzzle when planning for your financial legacy. Another piece: your trustee.

(Image credit: (C)John Lund/Blend Images LLC ((C)John Lund/Blend Images LLC (Photographer) - [None])

You’ve made it to a place in your estate planning where it’s been determined that setting up a trust will help accomplish the many goals you have for your family.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Michael S. Farrell
Managing Director, SEI Private Wealth Management

Michael S. Farrell is Managing Director for SEI Private Wealth Management, a business unit of SEI that provides private wealth management solutions, serving high-net-worth individuals and families.