Saving Family Christmases
At Horicon Bank, we often refer to our role as the Professional Corporate Trustee/Executor/Personal Representative/Agents under a Power of Attorney as "The Holiday Clause" in your document.
Professionals can save holidays for families as there may be times during the administration of one’s finances where it can be difficult to deliver bad news or to simply say ‘no’ to a request when carrying out the administration of your last wishes. A professional has years of experience in handling these types of matters, which means, your family's holidays are preserved for time spent and cherished together, not spent disagreeing over financial matters.