Cindy Radu on the underappreciated opportunities of trusts

Cindy Radu brings a background in law and accounting to her work with legacy families. In particular, her deep expertise with trusts enables Cindy to help families achieve their wealth legacy goals. She offers three specific takeaways. First, communicate about the purpose of a trust -- the mission, vision, and values behind it. Second, intentionally activate the trust. Third, collaboration among all involved is essential: the grantors, the trustees, the beneficiaries, and the professional advisors.

You can learn more about Cindy’s work at her website: https://cindyradu.com/ . Reach her by email here: connect@cindyradu.com. She welcomes messages through LinkedIn here: https://www.linkedin.com/in/raducindy/

Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.

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