Don Sowa's MoneyTalkThe Benefits of a Corporate Trustee
Trusts are a useful tool to ensure that your assets are distributed according to your wishes, however the role of the trustee is critical in the execution process, and sometimes it can be in your best interest to leave these complicated legal matters to a third-party. Nathan and Steve talk with the head of the Wealth and Trust division at Bluestone Bank, Bob Peixoto, to discuss corporate trustees, when they are typically used, and how they work to protect the interests of Grantors in complex trust situations. Also on MoneyTalk, lessons on risk from Morgan Housel’s book, “Same as Ever”.
Hosts: Donna Sowa Allard, CFP®, AIF®, Nathan Beauvais, CFP®, CIMA® & Steven Beauvais; Special Guest: Bob Peixoto; Air Date: 5/30/2025; Original Air Date: 7/7/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
