The 12 common trustee pitfalls described in the article below are exactly why we perform an in-depth onboarding process with new clients to gain an understanding of their vision and values, and hold annual review meetings to discuss any changes to our clients goals, plans, and family dynamics. https://lnkd.in/epZfkv-T
Lighthouse Financial Stewards LLC
Trusts and Estates
Naples, FL 102 followers
Providing personalized fiduciary stewardship to serve your needs and preserve your legacy
About us
Offering professional fiduciary services including, Professional Trustee, Personal Representative (Executor), Agent under Power of Attorney, Household Financial Management, and Professional Guardianship services. Member of the Independent Trustee Alliance www.trusteealliance.com and the American Institute of Certified Public Accountants. Member of the Knowledgeable Aging Speaker Series in Collier and Lee counties.
- Website
-
www.lighthousestewards.com
External link for Lighthouse Financial Stewards LLC
- Industry
- Trusts and Estates
- Company size
- 1 employee
- Headquarters
- Naples, FL
- Type
- Self-Owned
- Founded
- 2024
- Specialties
- Trust Administration, Estate Administration, Financial Consulting, Legacy Planning, Fiduciary Services, Trust Management, Financial Stewardship, Financial Guidance, Accounting & Bill Pay, Professional Trustee, and Personal Representative
Locations
-
Primary
Get directions
Naples, FL, US
Employees at Lighthouse Financial Stewards LLC
Updates
-
The story behind the lighthouse... In addition to paying homage to our beautiful SWFL sunsets, our logo and company name incorporate a lighthouse as a symbol of guidance and illumination. Just as the lighthouse serves as a beacon of hope and safety to sailors navigating unknown waters, we are committed to be a trusted beacon to guide our clients through their legacy planning journey and provide peace of mind to ensure their legacy shines brightly for the next generation.
-
-
Here's a great 5 minute read on the importance of selecting the right trustee for your trust...
The Cost of the Wrong Trustee - Independent Trustee Alliance
trusteealliance.com