by Dan Felix | Jun 21, 2023 | Foundations
The Credo of One Professional Trustee I believe that the transition from generation to generation can be a blessing and not a curse. We often have a greater power than we believe to influence this outcome. The most important asset of a family is each individual member...
by Dan Felix | Jun 21, 2023 | Foundations
Pronounced L’Dor V’Dor, is a Hebrew phrase. Translating to “from generation to generation,” it is used in prayer as well as conversation, and refers to a holy continuity.The continuity isn’t inevitable. Someone must take leadership and everyone must assume...
by Dan Felix | Jun 22, 2023 | Foundations
As trustee, I assume the highest responsibility to apply the trust document and law of trust administration to support the vision of the grantor and enhance the lives of the beneficiaries. My intention is to provide a personalized approach tailored specifically to...
by Dan Felix | Jun 26, 2023 | Foundations
Engaging in this plan helps you save money, minimize family upset, and make sure the things and people are there when you need them! Many of us have witnessed Bad Deaths. Whether they be of another family member, friend, acquaintance or a beloved celebrity, we have...
by Dan Felix | Jun 26, 2023 | Foundations
Each and every beneficiary to a family trust should enjoy these rights: The beneficiary should have the trust explained to her in understandable written English. Knowing what benefits her, the beneficiary should have active input in creating the vision, mission...
by Dan Felix | Jun 26, 2023 | Foundations
Selecting the right fiduciary helps your client — and you. Many advisors are indifferent to their client’s choice of trustee. However, these advisors may be doing their clients a disservice, given the immense impact the trustee has on the well being of both the client...
