We work with many families to thoughtfully plan and create trusts for their loved ones—carefully considering tax efficiency, unique provisions, permissible distributions, and asset management, just to name a few.

But one of the most important questions is: Who should be appointed to carry out the decisions outlined in the trust?

Should it be a family member, a trusted friend, an attorney, a CPA, or a financial institution?

In this 5-minute video, Tendai Charasika, Chief Strategy Officer, sits down with Eric Saling, CEO, to walk through the key steps in selecting a trustee as part of the estate planning process.

This material is not financial advice or an offer to sell any product and is not a recommendation to buy or sell any particular security. The opinions expressed are those of the Saling Wealth Advisors’ Management Investment Team. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Past performance is not indicative of future results. All investments involve risk, including loss of principal and there is no guarantee that investment objectives will be met.

Saling Wealth Advisors (“SWA”) is an independent SEC registered investment advisor. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that SWA or any person associated with SWA has achieved a certain level of skill or training. This material is provided for informational and educational purposes only. More information about SWA including our advisory services, fees, and objectives can be found in our Form ADV Part 2A and/or Form CRS, both of which are available upon request.