Happy summer! 

Last week Bill and I went to Washington, DC as part of a group from the South Shore Chamber of Commerce. It was an exciting trip since Congress was in session. We attended some terrific briefings at the U.S. Chamber of Commerce, the American Petroleum Institute and the American Enterprise Institute.

We also met with our delegation from MA including our Senators, Congressmen and their staff. We walked through lots of tunnels and even got to take the congressional "subway". It was fun and productive.  

Plus, we had a few hours for fun and popped into a museum or two.  

We wish you a fabulous and safe Independence Day with your family and friends.   

Cheers,    

p.s. Did you catch our Market Commentary earlier this month? If not, take a read now. 

Take care in choosing a trustee        

Poor estate planning can be disastrous. I've witnessed some of the best plans crumble because of an inexperienced trustee. A lot of planning goes into setting up a trust; however, choosing the right trustee is often an afterthought.  

You may want to rethink naming a close friend or relative as a trustee for your trust. The responsibilities of a trustee are enormous. In practice, regular everyday folks are named as trustees on trust documents, but those individuals may lack the proper training to execute the terms of the trust in a proper manner.