Mike,The trust wont kick in unless my wife and I both die. My attorney told me that I probably don't want to burden my relatives or friends with managing a trust and I tend to agree with him. However, I think I could ask my brother in-law and I would accomplish my main objective and that's: dealing with someone I trust to do right by my kids. As I said, he's with a full service brokerage nearby.If I went with someone like Northern Trust, does geography play a role? I'm in North Carolina. Thanks for your knowledge and willingness to help.
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