Selecting the right executor or trustee is a big decision facing those who are creating an estate plan. Putting some thoughtful consideration into the choice can make all the difference regarding the success or failure of the plan and how the beneficiaries feel about it. Choosing an executor or trustee is often not considered deeply enough; some of the key decision-making factors are explored below.
116 Intracoastal Pointe Dr.
Suite 400
Jupiter, FL 33477
Inlet Private Wealth®, LLC is a
registered investment advisor
Inlet Private Wealth, LLC (“Inlet Private Wealth”) is an SEC registered investment adviser with a principal place of business in Jupiter, Florida. Inlet Private Wealth and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC registered investment advisers by those states in which Inlet Private Wealth maintains clients. Inlet Private Wealth may only transact business in those states in which it is registered, notice filed, or qualified for an exemption or exclusion from registration or notice filing requirements.
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