CONSIDERATIONS

Have you Considered?

The service period for many Insurance Trusts may exceed 30 years from the date they were originated and ITM is designed to keep your trust on track for the long term. During this span many changes may occur that may jeopardize the health of the trust thereby placing risk to the trustee.
  • Key members of the estate planning team will pass on, retire or no longer be available to advise; i.e. the Insurance Agent, Attorney, CPA , and Financial Planner
  • Individual trustees may lack the ability or requisite skills for maintaining records, managing the insurance policies, and interpreting your trust documents which puts him/her at a huge fiduciary risk
  • Financial, physical, or family conditions of the Grantor may change resulting in the need for professional oversight and guidance