Estate Planning: Trustee vs POA (Power of Attorney) скачать в хорошем качестве

Estate Planning: Trustee vs POA (Power of Attorney)

Family dynamics make the legal and financial factors of estate planning complicated. When you better understand the roles, you will be better equipped to decided who the RIGHT person to fill them. This expert from our podcast breaks down what and when you need a POA and a Trustee. CHAPTERS : 2:46 Should you use a trustee or a POA? 5:32 Protections of the trustee 7:07 What documentation is required for each role? Listen to the full episode here! https://financialdesignstudio.com/pod... READ ARTICLE HERE : coming soon WEBSITE : https://financialdesignstudio.com/ BLOG : https://financialdesignstudio.com/blog/ PODCAST : https://behindthedesigns.buzzsprout.com FACEBOOK :   / financialdesignstudio   We are Financial Design Studio: Michelle, Steve, Rob, Trevore. A team of experienced, fee only financial advisors in Chicago. Our team specializes in financial planning, investment management, and tax planning. If you want to know more about the complex processes of taxes, insurance, planning, retirement, or investments, then subscribe! … because this channel is for you! Disclaimer : All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.