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FAQ Can an IFA be a Trustee?
Автор: Redwood Financial
Загружено: 2022-07-06
Просмотров: 195
Описание:
Having made the decision to have a Will drafted, the next big decision you must make is who to appoint as your Trustees. Most of us have plenty of options, from loved ones, close family members, and trusted friends. But what about a trusted professional like your Financial Advisor?
In this FAQ video, Jasmine Lambert explains that while there is no legal reason that your Financial Advisor cannot be appointed to serve as a Trustee for your Estate, there are many strong and compelling reasons why we always recommend to our Clients that they don't!
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