> Will vs. Trust
> Investment and Distributions
> Incapacity or Incompetence
> Legal Expertise
> Taxes
> Alternative to Conservatorship
> Involving Other Professionals

Careful and consistent planning

> Flexibility in Investment Options
> Freedom from Conflicts of Interest
> Real Estate in Trust
> Keeping an Investment Advisor
> Individual Account Identity
> Fee-Based Compensation
> Cash Management

Independent and flexible over time

> Choosing a Trustee
> Corporate Trustee vs. Individuals
> Independent Trustees
> Local vs. National Institutions
> Corporate Trust Committees
> Communication and Reporting
> Full Inheritance Services

Personally implemented for your family