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A blog about keeping you up-to-date with the latest Financial Planning and Wealth Management news.

Gerardo Rodriguez has more than 16 years of investment management experience, managing ultra and high net worth individuals, institutions and family offices. View Bio

Do you know your Trustee?

Do you know your Trustee?
This week we've invited Gerardo Rodriguez, VP and Investment Officer at Coral Gables Trust Company to challenge us with the question: Do you know your Trustee well? What to think about when selecting a Trustee? Estate Planning can be a daunting task. You have to find an attorney that can help you organize yourself and your assets that will create your Estate when you pass and leave your bequest to your heirs. You have to draft a will, select a Health Care Surrogate, and create a Trust to place your assets in to avoid Probate.  One of the biggest questions...
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