A Trustee Has To Be Somebody That You Trust.
Passing It On: Estate Planning for Families · Michael Pevney
September 22, 20232m 35s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com A Trustee has to be somebody that you trust. They are in charge of your trust after you are either dead, or medically incapacitated. While they need to be decent with money, they don't have to be a financial genius, because the trust can help pay for other professionals like: attorneys, accountants, and financial advisors.