Financial Trust Officers: Helping Seniors Plan Their Future

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A general definition of a trust officer is an employee of a bank or investment management firm. Trust officers also play a starring role in the ongoing concerns – financial and otherwise – of older Americans.

According to the web site CaregiverStress.com (highly recommended), trust officers primarily serve as custodians of an individual’s finances, focusing on estate issues such as wills (which direct the distribution of assets upon death) and trusts (which manage and distribute assets prior ...

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