If you have a trust, you likely have named yourself as the current trustee and your spouse or partner as the co-trustee. If you were to become incapacitated or die, your spouse or significant other would then serve as your successor trustee. But what do you do in the case where you or your successor trustee… Read More
The Seven Benefits Of A Corporate Trustee
Wealth Engineering, founded by Dave Fernandez, CFP®, provides fee-only financial planning and investment management services.
We utilize a global investment strategy to create diversified portfolios to provide less volatile, risk-adjusted returns in a long-term, tax-efficient manner.
