Many estate plans incorporate trusts to facilitate asset management, avoid probate, reduce estate taxes, protect assets from creditors, or provide for a family member with special needs, so the selection of a trustee is very important. Should a family member (or friend) serve, or should a corporate trustee be selected? Read this article to learn what to consider when selecting a trustee. New York Life Insurance Company and its agents do not provide tax or legal advice.
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The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies. SMRU 5018918 Exp. 04/30/2028
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