In this episode of Wealth Beyond Work, host Zach Morris speaks with Shelly Donaldson of Cumberland Trust to unpack one of the most misunderstood areas of estate planning: the critical roles of trustees and executors. They discuss how to choose the right person or institution for these roles, avoid common family conflicts, and create guidance that preserves your legacy and supports future generations. From fiduciary responsibilities and incapacity planning to special needs trusts and family letters of intent, this conversation is packed with practical insights for anyone crafting or updating their estate plan.
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