Being a trustee is something that requires knowledge, effort and liability, so when you’re creating your estate plan, it’s important to consider your options and who will make the best choices for you. Cindy Bozik, national managing director of trust services, joins this episode of Your Life Simplified to share her advice for picking the right trustee for you.
At Mariner, we believe ongoing tax planning is key to a well-rounded wealth plan. Here are the top considerations to ensure your financial health. Download the guide to check in on your financial health.
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