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Trustee talking to couple on sofa in their home

Infographic: Three “T’s” of effective trustees

Estate & Giving // Infographic //
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Infographic sharing how choosing the right trustee is essential to supporting the financial wellbeing of a trust’s beneficiaries. You can start by narrowing your search to include people who fit three important criteria – time, temperament and tenure.

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Legacy Private Wealth logoLegacy Private Wealth logo
  • 1500 Main St Ste 900 Springfield, MA 01115
  • O: +1.413.278.5810
  • Map & Directions
  • Map & Directions

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