Wed, 26 August 2015
The primary role of a trustee—holding title to property for the benefit of another—sounds simple enough on its surface, but selecting a trustee is really a complex decision with many nuances. Senior Wealth Strategist Paulina Mejia explains our approach.
Direct download: Atlantic_Trust_Podcast_008_feat._Paulina_Mejia_-_08.22.15.mp3
Category:General -- posted at: 9:34am EDT
Tue, 11 August 2015
There are many ways to help fund current and future education costs. By understanding the options, you can select the ones that make the most sense for your family. Chief Fiduciary Officer Linda Beerman explains how we approach this topic that is so important to many of our clients.
Direct download: Atlantic_Trust_Podcast_007_feat._Linda_S._Beerman_-_Family_Education_Support_for_Future_Generations.mp3
Category:General -- posted at: 2:20pm EDT