Picture this: On the phone, income beneficiary Spouse #2 is complaining vehemently to the trustee that the trust’s portfolio isn’t producing enough income. Beforehand, remaindermen children from the first marriage also complained bitterly that the portfolio isn’t growing enough. The trustee is caught in the middle trying to please them all and investing in a balanced asset allocation that pleases no one. Sound familiar? Knowing if, how and when to use tools under the ...

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