What All Trust Beneficiaries Should Know

woman sitting in front of laptop

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.