Beneficiary of Multiple Family Trusts

Mr. and Mrs. Cook are a middle-aged couple who each run their own business. They have two children in college at opposite ends of the country. The Cooks maintain two homes and are the beneficiaries of multiple family trusts. Foster Thornton tailored a solution for the Cooks that includes implementation and maintenance of a sophisticated accounting setup that will allow the Cooks to generate monthly financial statements, track annual budgets, project income and expenses and monitor individual trust investment performance. In addition, the Cooks rely on Foster Thornton to handle routine tasks for them while they are away from home on extended trips.

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