Stay true to your family with a total return unitrust

Description

Abstract: Even in the strongest families, conflicting interests between income and remainder beneficiaries can create tension and turn the trustee’s job into a delicate balancing act. By aligning beneficiaries’ interests, a total return unitrust (TRU) can relieve this tension and allow the trustee to concentrate on developing the most effective investment strategy. This article details the benefits of a TRU.