Sentinel Trust LBA Co.
09/09/2026 | Press release | Distributed by Public on 09/09/2026 09:42
On Watch – September 2026
On Watch - September 2026
Katherine M. Rose, MBA, CFA®, CTFA, Lissa S. Gangjee, JD, CFP ® and David L. Zahn, CPA, CFP® on September 9, 2026In this issue of OnWatch, Sentinel Trust explores three important planning conversations families and professionals often face: helping aging parents remain safely independent, understanding the responsibilities that come with nonprofit board service, and taking the next steps after signing a revocable trust. Each article highlights the value of preparation, thoughtful decision-making, and coordinated guidance as life, family, and fiduciary responsibilities evolve.
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POSTED IN: Estate Planning, News , On Watch , Planning
TAGGED: Aging in Place, Estate Planning, Family Office , Family Planning, Fiduciary Responsibility, Governance , Legacy Planning, Multi-Generational Families, Nonprofit Board Service , Revocable Trusts , Risk Management, Senior Care Planning, Trust Funding, Wealth Planning
Sentinel Trust LBA Co. published this content on September 09, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on September 09, 2026 at 16:12 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]