Advice to Beneficiaries Feeling Unempowered

Trusts are meant to be gifts — but for beneficiaries, they can sometimes feel overwhelming. In this video, Banyan’s Carol Hannigan offers practical advice on how Next Gen can take back their sense of agency. From getting informed to leaning on resources and partnering with beneficiaries, Carol shows how you can stop feeling daunted by your trust and start having a healthy relationship with the gift the senior generation has given you.