Next Steps Meeting

Why non-family trustees may be the way to go – 1112

3a Trustees

Consider This Program with Joe Clark, CFP, and Adam Harter.
In this segment we will cover:

3a Trustees

A conflict of interest anytime a decision is made could benefit or harm the one making the decision.

When you name a child or any beneficiary of your estate as the financial trustee, you are putting them in a difficult place – a definite conflict of interest. There is a better solution. Join Consider This Program for the inside scoop on our legacy strategy. Find more about trusts and trustees on our website including this segment https://ylawold.wpenginepowered.com/your-successor-trustee-makes-all-the-difference-in-the-world

Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001

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Joseph Clark, CFP®

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