In recent years, as the economy has faltered and banks have failed, merged and re-emerged, the fiduciary business with its annuity revenue stream seems more attractive than ever. But is it, really? The fact is that...
There's a little book of 84-pages now out in paperback, The Time is Now: Choose Your Trustee Wisely by Michele Moore, that is a user-friendly guide to fiduciary appointments and could be very useful in a client...