The beneficiaries of a trust are fortunate. But will they make the most of their good fortune? That depends on two key things: (1) knowing how their trust functions; and (2) knowing how to use the trust in a way that works best for them. To set beneficiaries up for success, LNW Wealth Manager Lee-Norah Sanzo presents the questions they must ask and get answered, and how LNW as trustee can inform, guide and advise them as their lives evolve.
What All Trust Beneficiaries Should Know
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