Sentinel Trust Company, LBA’s Post

The latest edition of On Watch is now available for download. This issue features articles about the 4% rule, perpetual trusts, legal documents for young adults and the new Corporate Transparency Act and how that affects family-owned entities. Contributors to this issue are David L. Zahn, CPA, CFP, Julie A. McCaughey, JD, Ross W. Nager, MPA, CPA, and Michael J. Hoffman, Sr., JD. Read it now: https://bit.ly/3QLSk4O #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #investmentstrategy #estateplanning #foundationgrantmaking #multigenerationalplanning #wealthtransferplanning

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