Wealth Management & Financial Planning

Wealth Management & Financial Planning

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

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

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://yourlifeafterwork.com/your-successor-trustee-makes-all-the-difference-in-the-world

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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